I’ve admittedly been feeling a bit reflective lately. Perhaps this stems from the slower pace fostered by the recent shelter in place orders or perhaps I’m simply contemplating life a bit more these days. In keeping with this frame of… Read More
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The Power of Perseverance
THE CASE FOR STAYING INVESTED Although short-term volatility swings can be difficult to stomach, it’s important for long-term investors to persevere. While it may be tempting to pull out of the stock market, investors may miss out on a potential… Read More
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What a Difference 100 Years Makes… Or Not?
What can the 1918 influenza pandemic, the so-called “Spanish Flu”, teach us about how the markets have responded to current health concerns—and also how to act accordingly? There has been a “protracted discounting” of the market and the underlying value… Read More
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Bonds, Interest Rates, and the Impact of Inflation
There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond’s price. Many people who invest in bonds because they want a steady stream of income… Read More
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Teaching Your College-Age Child About Money
When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it is time for you to make sure that your child has… Read More
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Education Tax Credits
It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the taxes… Read More
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Qualifying for the Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It’s no secret that you generally can’t deduct certain… Read More
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The Big Thing Holding Back Small Businesses
Small businesses stay small either by choice, or because they start chasing growth in the wrong places. When you strip away the layers, it all comes down to darts. Imagine a dartboard with a bull’s eye and around it is a… Read More
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Why Should I Invest in the Stock Market Now?
NAVIGATING THROUGH MARKET VOLATILITY WHERE IS THE MARKET HEADED? Volatility may have some investors contemplating when they should pull out of the market or if they should sit on the sidelines and wait for the best time to invest. If you’re… Read More
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Tips for Those Caught in the Sandwich Generation
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of… Read More