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Securing Your Legacy: The Importance of Wills and Trusts

Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential components of any effective estate plan are wills and trusts. While both serve to distribute assets upon your passing, they possess distinct features and advantages. Let’s explore the importance of having wills and trusts and shed light on how they can provide peace of mind and financial security for you and your family.

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Chart of the Day: GDP Per Person

Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.

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Chart of the Day: Pepsi Does Not Just Sell Pepsi

Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.

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Chart of the Day: Tremendous Equity

Today’s Chart of the Day shows that a combined 68% of Americans have paid off their mortgage or have at least 50% in equity. If there is a “downturn” in the real estate market, it will not look like ones in the past.

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Chart of the Day: ETFs Win Again

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.

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Chart of the Day: Index vs. The World

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this trend also holds true around the world. Why?

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Chart of the Day: Stocks since 1980

Today’s Chart of the Day from iShares by BlackRock shows that, even though we've experienced numerous financial problems along the way, $100,000 invested in the stock market in 1980 grew to $11.2 million today.

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Real Estate is Booming on I-4 Corridor. Here's Why.

The I-4 corridor in central Florida has become increasingly popular in recent years. This area, which stretches from Daytona Beach to Tampa, is home to a diverse range of businesses and industries, making it an attractive location for investors and entrepreneurs.

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Chart of the Day: History of Bank Failure

Today's Chart of the Day is the history of bank failures from USAFacts. The year 1989 was the height with 531 banks failing from a savings and loan crisis. For perspective, there have only been three in 2023.

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Chart of the Day: Debt Ceiling

Today’s Chart of the Day comes from Morningstar.com. In the last 40 years, the debt ceiling has gone up 53 times.

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