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As Tariff And Market Anxiety Rises, How Will Your Generation React?

Source: Forbes – Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers.

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The Markets Are in the Fast Lane. Buckle Up.

Source: Advisor Perspectives – The markets today move at breakneck speed. In fact, if you've been watching your 401(k) the past month, you might have gotten whiplash.

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Investing Through Uncertainty: 5 Lessons in Emotional Discipline

Source: CFA Institute – In light of the uncertainty dominating today's markets and headlines, it's worth revisiting some of the behavioral pitfalls that have tripped up investors for centuries.

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Why Millennials and Gen Z are Taking Micro-Retirements — and How You Can Too

Source: Investopedia – Gen Z and millennials are taking career breaks despite having relatively short careers. On social media, these breaks are called 'micro-retirements', which involves taking multiple breaks that last many months throughout your career.

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Are You the Only One Who's Broke? Or Is It 'Money Dysmorphia'?

Source: The New York Times – The 'boom boom' aesthetic meets the gloom and doom of market turmoil.

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The United States of Amazon

Source: Kyla's Newsletter – In today's economy, the market has become a stage—where perception trumps price tags, AI affirms beliefs over facts, and political power warps corporate behavior. From Amazon's tariff backpedal to Trump's “department store” pricing model, we're witnessing economic surrealism in real time—an era where narrative, not numbers, drives decision-making. Welcome to the United States of Amazon, where reality is curated, not experienced.

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How Tariffs May Affect Markets and Investment Portfolios

Source: BlackRock – New trade policies may affect markets but we still favor U.S. equities and diversifying through high-quality short-term bonds, 'plus' sectors, and alternatives.

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The Power Behind 'Knowing'

Source: Advisor Perspectives – Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

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The Longevity Economy: Building a Future for All Generations

Source: World Economic Forum – By 2080, there will be more people over the age of 65 than children under the age of 18. (Reference Paper)

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How to Spring-clean Your Finances. It Can 'Make You Feel More Secure,' Advisor Says

Source: NBC New York – Spring is a great time for a financial “deep clean.” Steps include organizing financial documents, tidying your budget and polishing your investment.

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Most Popular Retirement Plan Trends for 2025

Source: Mercer Advisors – Discover 11 retirement plan trends to help attract and retain employees in 2025.

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Seeking Stability - PIMCO - Commentaries

Source: Advisor Perspectives – The world has entered a period of geopolitical uncertainty, with the U.S. now at the center of the storm.

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How Will DOGE Impact the Market and Economy?

Source: Financial Design Studio – Learn where The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy.

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Women Run the Investments in Most Homes: CFP Board

Source: The Daily Upside* – More than two-thirds of women report being their households' primary decision-makers regarding financial investment choices.

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'Lemonading' Is the Life Strategy That'll Make You Happier

Source: Real Simple – A new study found that "lemonading" can help us cope with life's hardships. Read on for the concept of lemonading, its impact, and how to apply the strategy to your life.

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Market Volatility Tempting You to Get Out? Read This First

Source: Kiplinger – If you're retired, or soon will be, riding out a roller-coaster market can be nerve-racking. Try to hold steady and focus on balancing your investments.

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Why Do Women Live Longer Than Men?

Source: The New York Times – By understanding the reasons, scientists hope to help both sexes age better.

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