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Social Security

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Tax Optimization

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Latest Podcast

25 JUN, 2022

Money Matters: Extracting the bull from the bear market

On this week’s Money Matters, Scott and Pat extract the bull from the bear market. Plus, they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA.

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Latest Insights

Will you have enough to retire?

You may have a 401(k) – and you may have saved well in it so far – but that alone doesn’t mean you’ll be set for retirement. Allworth Co-CEO Scott Hanson reviews some of the other factors and questions you need to address as you prepare for life after work.

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4 essential reminders when investing in bear markets

Earlier this week, the Fed raised interest rates and we officially touched bear market territory. But instead of panicking, Allworth Co-CEO Scott Hanson wants you to stay calm – and keep these four important points in mind.

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June 2022 Market Update

As whispers of a looming recession become louder, Allworth Chief Investment Officer Andy Stout takes a deeper look at just how likely the chances are that we’ll fall into one over the next six to 12 months. Plus, he explains why the Fed finds itself between a rock and a hard place.

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