Podcast Jason Ranallo Podcast Jason Ranallo

The Three Trillion Dollar Club

Nvidia, Microsoft, and Apple have achieved a market capitalization of over $3 trillion, highlighting the impact of AI in their growth. As the market wonders if these "AI darlings" are peaking, we discuss changes in market leadership and breadth.

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Communications Communications

Helpful Tips for Caring for Your Aging Parents

As we continue to provide comprehensive financial guidance, we're sharing valuable resources on caring for aging parents. This article outlines important steps and considerations for families. Check it out and start planning ahead.

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Communications Communications

Pickleball in Retirement

Pickleball, a rapidly growing sport with over 4.8 million U.S. players, combines fun, mental engagement, and physical activity, making it ideal for retirees. Learn about the rules and origins of the game.

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Podcast Jason Ranallo Podcast Jason Ranallo

5 Financial Planning Topics for Recent Graduates

Five financial planning topics for new grads: create a budget, manage student loans, build an emergency fund, save for retirement, and maintain good credit. Share these essentials with the student in your life to help set the stage for their financial stability.

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Communications Communications

5 Benefits of Working in Retirement

Retirement doesn't have to be the end of your working life. In fact, staying active in the workforce during retirement can offer numerous benefits. From maintaining mental agility to enjoying financial perks, discover how working in retirement can enhance your life. (Article)

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Well Balanced Communications Well Balanced Communications

Well Balanced Vol 30

Stock quote: "Thoughts in your head are really no different than the sound of a bird outside. It is just that you decide that they are more or less relevant." Well Balanced Vol. 30 is a round-up of topics helping you get today right.  

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Communications Communications

Women and Wealth: A Pivot Towards Retirement

Retirement can bring both challenges and opportunities for women who have dedicated years to their careers. Our latest article provides tips for a smooth transition from financial planning to exploring new interests and maintaining health. Embrace this new chapter with confidence and excitement!

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