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Do you know the cost of your investments?
Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors overlook: what expenses come with this investment? For mutual fund and exchange traded fund investors, this is called the expense ratio, and it is …
Tax Planning for Year-End
With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax ...
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7 Estate Planning Mistakes
To follow up our recent blog, “Estate Planning 101” (link the blog post), in this post, we will be building on that foundation to delve ...
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How the S&P500 has performed after rate cuts
As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns? Rate cuts evoke ...
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What to do with Leftover 529 Money?
Your 529 Has Money Left Over? So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million ...
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Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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Presidential Elections – Stay the Course
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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LIFE series: Having a Baby
Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...
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LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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