Category: Stocks & Bonds
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Panic Selling: The Invisible Threat to Your Portfolio
May 31, 2023
We are seeing a number of investors turn to fear and panic to take the wheel, guiding investors toward decisions that might not be…
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Demystifying Asset Location
April 20, 2023
You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…
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Should You Pay Off Your Mortgage In Advance?
March 9, 2023
As a homeowner, one of the most significant financial decisions you’ll make is whether or not to pay off your mortgage in advance. This…
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Sequence of Savings
January 5, 2023
Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…
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2023 Market Outlook
December 16, 2022
Each year, the biggest firms on Wall St. issue their S&P 500 price target within their Market Outlook. These annual reports are super compelling….
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Why High Unemployment Is GOOD For Stocks
December 12, 2022
Despite the robust post-COVID recovery, economic components throughout the U.S. have experienced significant softening this year. Inflation is primarily to blame. Household savings rates…
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A Turning Point
November 14, 2022
Stock markets staged a massive rally last week on the news that inflation figures softened during October. The S&P 500 was up 5.9%, and…
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Facebook Gets Dragged
November 4, 2022
There is a reason why you shouldn’t buy high-flying stocks, and Meta (Facebook’s parent company) is the latest example of why. …
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We Think Inflation Will Fall
October 31, 2022
Inflation levels in the U.S. have the potential to fall sooner than most expect as money supply growth, shipping costs, housing, and commodity prices…
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