David vs. Goliath
The competition is largely invisible to the average financial consumer, but large brokerage firms have been engaged in...
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Taxes on the Horizon
Every year, taxpayers and financial professionals brace for a new round of changes to the tax laws, and it’s a huge...
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Student Loan Forgiveness on the Docket
You probably know that the Biden Administration’s student loan forgiveness plan has been tied up in the courts for...
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2023 First Quarter Investment Report
Were last year's market losses an illusion? We've now experienced two consecutive quarters of healthy market gains, the...
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Backdoor Loophole
Maybe this financial planning strategy is a loophole, and maybe it should be closed based on current tax policy. But the...
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SVB on the Run
Is the run on at Silicon Valley Bank something to be alarmed about? Will this happen at more banks? Does this affect my...
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Retirement Rules of Thumb
You may have heard of the 4% rule in retirement; is it still relative today? Have no idea what we are talking about...
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Social Security Debate
There are many reasons to closely watch the debate over Social Security benefits and FICA taxes, which has become part...
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What does "Wealth" Mean to You?
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Unfunded Time Bomb
Suppose there was a $1.3 trillion difference between your current assets and what you owe to others. Would you declare...
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4 Tips for Minimizing Financial Anxiety
Here are some things to consider if your financial anxiety is keeping you up at night.
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Creating an Investment Philosophy
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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