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Financial Planning Corner: The Power of Three
Read more: Financial Planning Corner: The Power of ThreeDuring their working years, many people focus only on what they are saving and how it impacts their tax situation in the moment. They are…
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HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
Read more: HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORSOn August 6, 2021, in The New York Times, we read the following: Jobs Surge in…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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It’s Too Early to Worry About Inflation
Read more: It’s Too Early to Worry About InflationEvery Quarter, headline news offers at least one new reason to become nervous about investing in…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsGlobal equities continued to rally throughout the quarter. They reached all-time highs again in late June,…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsWhat a difference a year makes. In February of 2020, we were talking about the end…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…