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Giving Tuesday

#GivingTuesday: A Global Day for Giving Back

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Consider whether setting up and giving to a donor advised fund helps build a more generous world November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two days encouraging us to shop. And since 2012, the Tuesday after Thanksgiving also offers us #GivingTuesday, where we can come together for one common purpose: to celebrate generosity and to give back. According to GivingTuesday.org, approximately $400 million was

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Doctor with stethoscope, medical images

Be Thankful For Benefits: Open Enrollment Time

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Reviewing your benefit choices will maximize your employment benefits Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Even if little changed in your life this past year, maximize what your employer offers. Here are some pointers. Medical Even if you carry the same plan as in past years, spend a few minutes evaluating which one is best for you and your family when you choose – especially high-deductible health

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Large display of television screens in a sports betting center

Sports Betting, Sectors, & The Beardstown Ladies

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Like sports betting, you can’t predict markets or which way a sector – or football – will bounce Think the New England Patriots will win this year’s Super Bowl? Or maybe that the Los Angeles Lakers will win the NBA Championship in June? St. Louis Blues to take the Stanley Cup? Duke Blue Devils to win the men’s NCAA Basketball Championship? If you’re among the millions of fans who are systematically betting to try to pinpoint winners before the big

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Chess pieces with American and Chinese flags on them

2019 Q3 Market Commentary

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Markets Rise Modestly in the Third Quarter of 2019 as the Fed Cuts Rates and China Saga Continues U.S. stock market indices increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter starts to the year since 1997 – all while further extending what is the longest of all bull markets on record. The broader S&P 500 enters the final three months of the year with a gain of 20.55% – its best

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now and later as items on checklist, later selected

Don’t Procrastinate

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We’re all busy and tend to procrastinate in seemingly less busy areas of our lives. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on. Others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get overlooked because — well, let’s face it — they’re not all that fun. Here are three we see often. See if you are dragging your

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car with books and an apple on top, education costs bar graph in background

Reducing the Cost of College

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September is the time of year that our kids pack the U-Haul and head to college. And while they’re excited about a brand-new semester, it can be frightening to see the cost – and rising college debt – that comes with the college experience. What can our college students do to ease the price tag? Last school year, in-state tuition at a public university averaged $9,970 for residents and $34,740 at a private college, according to data from the College

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FaceApp on iPhone

Beware of FaceApp for Your Financial Plan

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FaceApp is a cool photo-morphing application that uses artificial intelligence and neural face transformations to show how you’d look when you’re older or as the other gender. The results are sometimes fascinating, often kind of creepy, and usually really funny. However, it does invite the conversation about what we might look like decades from now. And that is a good thing – especially when you start thinking about forecasting your financial plan. Retirement Calculators and Models The Web has loads

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Financial Times - Top Financial Advisers 2019

Patriot Named to 2019 FT 300 For Top RIAs

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Patriot Investment Management Group is pleased to announce that we have been named in the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes the top 300 independent Registered Investment Adviser (RIA) firms in the nation. The criteria for selection include: assets under management (AUM), AUM growth rate, years in existence, industry certifications of key employees, SEC compliance record, and online accessibility. We are honored to be selected and want to especially thank our team and

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quarterly market commentary

2019 Q2 Market Commentary

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Markets Continue to Set Records in the Second Quarter of 2019 Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the last month of the second quarter. Consider this: The 30-stock DJIA and broad-based S&P 500 posted their best June in 81 and 64 years, respectively The DJIA delivered its best

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items being checked on a checklist

A Checklist to Help You Plan

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Whether you’re a millennial, baby boomer, Gen X or Gen Z, you face financial questions besides just getting through to next payday. Here’s a simple two-step checklist to help you start planning with your money. Plan Critical for long-term success, your financial plan doesn’t need to be complicated. It DOES need to provide a starting point and create a baseline for measuring your goals. Sure, you can get complicated and incorporate programs and apps into your initial planning so that

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