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Forget What You Know about Stock Returns

Aug 22, 2022

Many financial professionals preach the gospel of investing in stocks over bonds; however, WMCP® Program Director Michael Finke says rosy projections based on past history shouldn’t be taken for granted when crafting a realistic goal-based financial plan.

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Taking Social Security? Retirees May Get a Big COLA Bump Up in 2023

Aug 17, 2022

High inflation may actually benefit those receiving Social Security in 2023 as cost-of-living adjustments raise payout amounts.

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EY and KPMG Cheating Scandals Expose Ethical Challenges for Audit Industry

Aug 15, 2022

Following recent cheating scandals at a pair of leading financial industry companies, preserving ethical practices in business is once again leading the conversation.

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Consumers Still Don’t Feel Great About the Economy, Despite Lower Gas Prices

Aug 12, 2022

Despite encouraging signs of economic progress, many consumers still view the state of the country’s economy negatively. WMCP® Program Director Michael Finke says it’s difficult to tell what the cause and effect might be.

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These Insurers Could Suffer If Waning Covid Hurts Whole Life Sales

Aug 10, 2022

In recent months, many insurers have seen a drop in policy sales due to waning numbers of COVID-19 cases; however, Steve Parrish of the American College Center for Retirement Income says whole life insurance could be propped up by factors including rising interest rates.

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Black Financial Professionals Push for Equity, Trust, Wealth

Aug 09, 2022

The College’s 2022 Conference of African American Financial Professionals (CAAFP) was held this year in Washington, DC, in a triumphant homecoming to in-person events and with the mission to Empower Our Legacy.

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