Last week I took you through my journey of studying the use of stocks in an investment portfolio. This week, I want to look at why an investor, particularly a
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Basing one’s investment philosophy on a single piece of data may be better than basing it on no data, but not by much.
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Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Happy Leap Day…Not
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Investment returns—everybody loves them. At least they love them when they are positive. But people being people, they get disappointed rather quickly. And some
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From retirement savings to living abroad, here are some of our commonly asked questions.
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If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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A clear understanding of what wealth looks like to you may help you build a financial strategy.
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I am not going to tell you the specifics, the consensus, or what I think is the most likely course of future events. It’s not that I don’t like you; it’s just
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If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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The economy is scary but not absolutely scary. I made up the term, so I will now define it. For something to be absolutely scary, it must be something that will
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I am preparing to retire. No, I’m not retiring anytime soon. But I am a financial planner as well as an investment manager, so I plan. Something as big as
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