Resources
In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.
As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.
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The New SECURE 2.0 Bill May Alter Your Retirement Plan
On December 23, 2022, the US House of Representatives passed the omnibus Consolidated Appropriations Act of 2023 that included a retirement bill titled SECURE Act 2.0.
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Season’s Greetings
May Peace, Joy, Hope and Happiness be yours during this Holiday Season and throughout the New Year.
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Dissecting The Consumer Price Index: Inflation Is Over
“Inflation remains far too high. ” — Jerome Powell, Chair of The Federal Reserve (Nov 30)
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2023 Wall Street Prognostications
As we wind down 2022, the collective attention of the financial industry shifts towards 2023, with most major Wall Street firms issuing insights and projections to aid investors in making any adjustments to their asset allocation for the coming year.
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“Market on Close” Interview
Vestbridge Advisors CEO Sean Hanlon was a featured guest on TDAmeritrade Network’s “Market on Close” program Friday 12/2/22 live from the Hanlon Financial Systems Center at Stevens Institute of Technology.
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Happy Thanksgiving 2022
Happy Thanksgiving 2022
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Happy Thanksgiving… Serving Up Some Broad Perspectives
Ahead of the Thanksgiving holiday, investors are getting a chance to catch their breath, as we emerge from earnings season and mid-term elections and look towards year-end.
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Veterans Day 2022
As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.
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The 60/40 Portfolio Model Revival
For decades, the 60/40 portfolio has been a highly regarded method of portfolio construction. In its simplest form, the 60/40 portfolio is having 60% of your portfolio invested in higher risk, historically higher return, assets such as stocks and the other 40% invested in lower risk, but lower return, assets such bonds.
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The Trend Is Your Friend
Wall Street is the land of clichés and mathematical repetition. One of the cliché’s is “the trend is your friend”.
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