The Long Ascent of the S&P 500

The index has overcome obstacle after obstacle through the years. No one knows what will happen tomorrow on Wall Street. Even the most esteemed analysts can only make educated guesses. As the old saying goes: past performance is not indicative of future results…

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What is “Money Management”?

Why do some Financial Professionals suggest third-party asset manager?. Some investors are puzzled when a financial professional recommends third-party asset managers to supervise their portfolios. Why would they recommend turning over the active management of the portfolio to someone else?

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Investing in Agreement With Your Beliefs

The case for aligning your portfolio with your outlook & worldview. Do your investment choices reflect your outlook? Are they in agreement with your values?

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Understanding the Gift Tax

Most of us will never face taxes related to money or assets we give away. “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it…

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Tax Efficiency in Retirement

How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income.

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2015: A Time for Patience with the Stock Market

Don’t let the market’s jumps rattle your commitment to staying invested.    What the market does today, it may not do tomorrow. That may seem elementary, but there are days, weeks, months, and even years when that investing lesson is ignored.  

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