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Are You Leaving Money on the Table?
(Main Content/blog)
... One of my clients, a retired veterinarian, met with me for a portfolio review. We looked at his investment results and found a timber-company stock that hadn’t performed as we’d hoped: It was down 10% ...
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Life Insurance Policies
(Main Content/guidelines)
If the deceased had a life insurance policy, we will help you file it. By quickly filing the policy with the life insurance company that issued it, the money will get to the policy beneficiaries faster. ...
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Stocks That Pay
(Main Content/blog)
... try to lure investors by paying dividends that are actually higher than they should be. If you invest in a company that pays a 10% dividend, but only earns half that, you may one day find yourself owning ...
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Stocks
(Main Content/services)
... investors by allowing them to participate in a company’s profit, in the form of dividends. Investors can also benefit from market appreciation—in other words, when other investors bid up the price of the ...
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Annuties
(Main Content/services)
... annuities are contracts between individuals and insurance companies. The individual makes a lump-sum payment or a series of payments, and in return, the insurance company provides regular, pension-like ...
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News & Web Links
(Main Content/resources)
... any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable ...
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Market Summary
(Main Content/resources)
... the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access ...
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Strategic Alliances
(Main Content/about)
... for all U.S. public companies. To support its proprietary database of financial data, the company leverages expertise in analyzing the Notes to the Financial Statements and extracting data directly from ...