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Recommended Reads

The Risk of Reverse Dollar-Cost Averaging for Retirees

Mar 10, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances

Mar 3, 2021
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?

Feb 24, 2021
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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What are the benefits of Diversifying my Investments?

Feb 17, 2021
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never...
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Financial Management for Couples: When a Spender and a Saver Fall in Love

Feb 10, 2021
Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting...
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The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Feb 3, 2021
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit...
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The Basics of Paycheck Protection Program Loans: Round Two

Jan 27, 2021
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses...
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What are Employee Stock Options, and why should I care?

Jan 20, 2021
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention...
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5 Year-End Tax Planning Opportunities for the Savvy Investor

Jan 13, 2021
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are...
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What are the benefits of Diversifying my Investments?

Dec 30, 2020
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never...
Read More

Understanding Exchange-Traded Funds

Dec 23, 2020
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar...
Read More

Should You Retire at the Same Time As Your Spouse?

Dec 16, 2020
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
Read More

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