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Be Smart About Your Tax Windfall
(Main Content/blog)
... extra money, there's a good chance that you'll spend it impulsively. That's why now is the time to review your retirement plan and your investments to make sure you're saving enough. Here's why doing ...
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How to React to the Market’s Ups and Downs
(Main Content/blog)
... that's not helpful is to pay attention to the talking heads on cable television shouting: "buy buy buy!" or "sell sell sell!." Remember that a lot of commentators out there stand to make money for their ...
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Seeking Diamonds in the Rough for 2018
(Main Content/blog)
... that no investment is guaranteed to make money, and any investment can lose money. We encourage you to contact your investment advisor to identify the investments that are best for you. ...
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Why Bitcoin is for Suckers
(Main Content/blog)
... than 10 times their annual salary for tulip bulbs. You can guess how that ended. What all these speculative bubbles have in common is that the people who can least afford to lose money get absolutely ...
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How a Tax Failure Could Topple the Market
(Main Content/blog)
... reform fails? There's no one formula that will position you to make money but also to hedge against big corrections. They key to building an investment portfolio for uncertain times is to make sure that ...
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How to Invest for Natural Disasters
(Main Content/main)
Nobody hopes for natural disasters. But like it or not, these acts of nature impact companies, and the effects on those companies can create opportunities for investors to make money. The key is to study ...
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How to Invest for Natural Disasters
(Main Content/blog)
Nobody hopes for natural disasters. But like it or not, these acts of nature impact companies, and the effects on those companies can create opportunities for investors to make money. The key is to study ...
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Choosing the Right Advisor
(Main Content/blog)
... money when hard times hit. What is your age/career stage? You don't want to be the guinea pig for a young, inexperienced advisor; better to find one who has been through a few bear markets. On the other ...
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Why ETFs Shouldn’t Dominate Your Portfolio
(Main Content/blog)
... was due to ETFs' indiscriminate selloff of the bonds in the manner I described above. I bought a block of the AMD bonds at a very low price, and my clients made some good money off of it. Another drawback ...
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Do You Need Longevity Insurance?
(Main Content/blog)
... that you will live past age 85. If you don't, the insurance company keeps your money—your heirs don't get any of it. What's more, the lump sum you invest in longevity insurance today won't be available ...
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about
(Category)
... and other financial advisors trusted their client's money with seemed to be drifting away from doing what was in the best interest of their clients to doing what is best for their bottom line. ...