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Month: March 2023

Any Bank Can Fail; Why There’s No Need To Panic

I’ve received more emails and calls from clients on the failure of SVB Bank than I did the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets. When you listen to politicians and...

Review The Bill Before You Pay: Good Advice That’s Hard To Follow

In writing last week about hidden “junk fees,” I ended with a recommendation. Before choosing a phone plan, booking a hotel stay, buying an airline ticket, or making many other types of financial commitments, ask, “What other fees or charges are there I need to know...
The CD Market Is Doing Something Strange

The CD Market Is Doing Something Strange

The CD Market Is Doing Something Strange—and It Could Have a Big Impact on Your Money By Martha C. White March 17, 2023 1:05 PM CDs are a great way to earn interest on your savings. And CD investing usually comes with an iron rule: The longer you are willing to lock...
Want to survive the latest financial panic?

Want to survive the latest financial panic?

Want to survive the latest financial panic? Separate your feelings from action By Lori Walsh, Ellen Koester March 13, 2023 4:57 PM Lori Walsh:If you are getting nervous about the economy, now is a good time to check in with your emotions. Here are highlights about why...

Guard Against Junk Fees With DIY Transparency

In his State of the Union address, President Biden announced his intent to “take on junk fees.” These are the hidden fees involved with many of the services we purchase. I have written previously about undisclosed fees related to investments (annuities, private REITS,...