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Brittany Cox is a Registered Investment Advisor who works for Nestlerode & Loy, Inc., State College. She serves clients in Centre County and all of Pennsylvania as a fiduciary, fee-based advisor. She is a graduate of the Pennsylvania State University with a BA in business with a focus on financial services. Brittany enjoys working with clients for retirement and college planning. Brittany can be reached at [email protected]
It’s no surprise that the world around us is changing at a rapid pace, and according to Money.com, more than two-thirds of Americans want to start 2020 with a better financial footing. As we turn the page to a new year and new decade, I thought we should discuss some of the financial changes to be
This time of year involves a lot of wrapping. We are wrapping gifts, wrapping up the year, and even wrapping up a decade. With holiday spending in full swing and tax season on its way, you’ll want to include a financial wrap-up, too. Doing this before the end of the year gives you the chance to ma
From a financial perspective, holiday shopping accounts for more than a quarter of annual U.S. retail sales so it’s easy to see why businesses like to get the season started so soon. Walmart started its sales on October 25, the earliest they ever have.
It’s not uncommon to see a news headline about a data breach at a large company that has the information of nearly every one of us.
Your investment portfolio should be prepared for all seasons. Different sectors of the market perform better than others at different times. Even though they cannot be differentiated by season, it still makes sense to have them coexist in your portfolio to capitalize on opportunities when they arise
There have been some turned heads this week about the inverted yield curve. Some of you may be asking what is an inverted yield curve? It is a phenomenon in the bond market in which longer-term interest rates fall below shorter-term interest rates and has historically been a warning sign that a rece
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