I covered tax loss harvesting earlier in the year (at least I think I did…too lazy to check). However, because it is close to the end of the year, and many of
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You may be thinking about borrowing from your retirement savings, even though you know it’s not the best idea.
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The other day I was asked why stocks go up. The simple answer is because they become more valuable over time. But why? That’s what we’ll talk about today.
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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How much do you have set aside for gift-giving?
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Texas just had a round of voting last week, the lead-in to the primary elections is in progress, and the airwaves and printed pages are about to be inundated
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I’m going to let you in on a little secret. Investment advisors are human.
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Our lives are finite and that person you’ve been wanting to get together with might not be around when you finally find the time.
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For much of the year I’ve concluded my column with “May God Protect the Innocents in Ukraine.” There have been other thoughts and a few times I forgot to add
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Have you considered what you would like to do in retirement?
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If you read the paper or go to the cinema, you’ll learn that just about everyone in the financial industry is a crook, liar, on drugs, or likes debasing others
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... it's important for potential clients to do their homework and question the advisor before deciding. It is, after all, your money that we’re talking about.
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