Entries by Jeff Gilbert

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2023 Midyear Market Update

By Jeff Gilbert Oof. 2023 isn’t shaping up to be much friendlier than 2022. However, there is some good news: the first half of the year has shown some signs of progress.  Let’s take a deeper dive into those areas, as well as what you can do to prepare for the second half of the […]

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Common Retirement Mistakes and How to Avoid Them

By Jeff Gilbert Making mistakes is an inevitable part of being human, and we often use past mistakes as a way to learn and make better decisions in the future. However, in retirement, there is far less room for error. Making such a significant financial transition involves shifting from earning an income and building wealth […]