Collaborative Wealth

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  • Weekly Market Performance – September 25, 2020: The Roller Coaster Continues

    Weekly Market Performance – September 25, 2020: The Roller Coaster Continues

    The S&P 500 Index moved higher three days this week, but a 2.4% loss Wednesday pushed this index to its first four-week losing streak since August 2019. Energy, last week’s top performer, gave back over 9% this week and was this week’s worst-performing sector. Technology, the month’s worst-performing sector coming into the week, led with…

    September 25, 2020
  • September Bears Strike Again

    September Bears Strike Again

    The September weakness continued with the S&P 500 Index 9.6% off the all-time high set on September 2 (as of 9/23/20). It is important to remember that after a 60% rally in the S&P 500—and much more in some of the large-cap tech stocks—this type of seasonal weakness is normal and expected. We noted in…

    September 25, 2020
  • Protecting Your Nest Egg When You’re Unemployed

    Protecting Your Nest Egg When You’re Unemployed

    Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens.

    September 23, 2020
  • What to know about Medicare before retirement.

    What to know about Medicare before retirement.

    Medicare is essential for many older Americans, helping them cover the costs of many necessary health care services. You have to be 65 to enroll in Medicare, but that doesn’t mean you should wait to learn how the program works. In fact, you’ll benefit by planning ahead for enrollment even when eligibility is many years…

    September 18, 2020
  • Help Your Adult Children Take a Step Toward Financial Independence

    Help Your Adult Children Take a Step Toward Financial Independence

    Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives.

    September 17, 2020
  • 529 Plans: The big questions answered

    529 Plans: The big questions answered

    For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles.

    September 14, 2020
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Collaborative Wealth®

Check the background of the representatives associated with this site on FINRA’S BrokerCheck

Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.

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