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BUSINESS,

FINANCIAL,

&

ECONOMIC

NEWS

  • Beware of Emotions Affecting Your Money Decisions

    Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Think of the investors who always respond to sudden Wall Street volatility. That emotional response may...
  • Important News for IRA & 401(k) Plan Participants

    If you own an IRA or participate in a 401(k) plan, please read this important update regarding the new DOL rules. As we informed you last May, the Labor Department has issued new rules for tax-advantaged retirement accounts.  Potentially, they affect anyone who has an IRA or a 401(k)...
  • Why Retirees Need Good Credit Scores

    Careers & business end, but the need to borrow remains. We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance when we retire. Retirees should do everything they can to maintain their credit rating....
  • Keep Calm, Stay Invested

    Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm stock market. The political uproar in Washington may continue for weeks or months, and it could mean significant, ongoing turbulence for Wall Street. As an investor, a retirement saver,...
  • The Importance of Financial Literacy

    Too few Americans understand personal finance fundamentals.   If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure. Are most people clueless about financial matters? That...
  • Insurance and Investments

      A good financial strategy is not just about “making money;” it is also about protection.   Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio. As they do so,...

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission ("SEC") and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.