Insights
College Costs Keep Rising
As college costs continue to rise, parents are feeling the financial squeeze as they try to pay down their own debt while simultaneously saving for their [...]
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Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
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Surprise, Surprise: Stocks, Bonds and Gold Rise
Oops, They Did it Again ‘Don’t believe the hype’ is one of the big lessons learned so far in 2023 but Stocks, bonds, and gold have been solid. Recall how [...]
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Some Green (Profit) on the Screen
As the first quarter comes to a close, not much has changed in the markets from the past year. The US Federal Reserve is still plowing ahead with a string of [...]
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From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Inheritance 101: How to Manage Your Windfall Inheritance and windfall are two terms that refer to a sudden, unexpected influx of money. An inheritance is a sum of [...]
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SEC warn Investors on Self Directed IRA perils
What is a self-directed IRA? Self-directed IRAs offer investors the ability to diversify their investments with a broader portfolio of assets than other types of [...]
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(Market) Partly Cloudy, but Warmer
Fed be Gone Continuing on with our theme from last month, we see the markets remain on the path to normalizing. I know this might sound like crazy talk, but [...]
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The Endowment Strategy: How to Build an Armor-Plated Portfolio
The year was 1985, and David Swenson of Yale University was about to change the world. The investment community had no idea that a new strategy was under [...]
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The State of Ukraine’s Economy
Clearly, one of the big drivers to world markets in 2022 was the Russian invasion of Ukraine. War is simply politics by force, and many observers of this situation [...]
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Year Ahead 2023: Eventually the World gets it Right
2022: Year in Review Stamp Seal Maker Crack Now that 2022 is in the history books, we thought it would be worthwhile to pause for a moment and reflect back on the [...]
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Recent posts
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Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
