Mediate Financial Blog

We help individuals and families work toward achieving their ideal retirements.

Investment Ideas for Seniors in 2023

by Christopher E. Mediate From 2020 to now, the stock market has been as unpredictable as it’s ever been. Market corrections, tight interest rates, inflation, global unrest, and much, much more. All of which have had their fair share of…

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How the Bank Run Has Affected Pensions

by Christopher E. Mediate The collapse of Silicon Valley Bank due to last weekend’s bank run has sent a ripple across the American banking system, and one of the notable pressure-points it’s hit have been pension funds. The closure of…

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How to Choose a Financial Advisor & What You Should Ask

by Christopher E. Mediate Did you know that more than two-thirds of near-retirees haven’t met with a financial professional? No, really! When you put into context the past few years of economic uncertainty, I find that statistic particularly alarming. Per…

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Boomers and Retirement: The Big Question

The pandemic has become a new variable in deciding when to retire. Some near-retirees lost their jobs and decided to go ahead and turn in the towel. Others were focused on the health risk and determined it was better to…

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Millennials Step Up

Millennials Step Up In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people is a millennial.1   Many millennials came…

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Low Supply Increases Demand

Low Supply Increases Demand Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the past year and a half, consumer…

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