The point is this: There’s never been an easier time in history to set money aside for your future self.
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How we act and react in relation to our financial profile has a far greater impact on our returns than any market-based hypothesis.
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What’s the difference between Growth and Value stocks?
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“The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the person of inferior emotional balance, or the get-rich-quick adventurer. They will die poor.”
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With so much discussion happening around the potential for tax rate increases, we thought it would be interesting to briefly look back at the origin of taxes in the United States.
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Banks, real estate, travel, restaurant, industrial’s, energy, and even utilities are all down substantially for the year. Unfortunately, most of these sectors make up the high-dividend end of the market- which has suffered in 2020
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The stock market takes multiple factors into consideration, and is pretty efficient at pricing in future possibilities in well in advance
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Why are these stocks surging? Our opinion includes a brief history of electric vehicles, stock splits, bubble mentality, and the picks and shovels of this apparent gold rush.
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It’s said that knowledge is information, but wisdom is understanding.
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Smaller Shareholder Returns? Within 3 days of the market low, Biden publicly called for company CEO’s to end their stock buyback program.
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We all know credit scores are important; a higher score often means lower interest rates on loans, credit cards, and mortgages. The interest rate you pay can save or cost you a lot of money over time.
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Our 2020 Summer Newsletter is Here!
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This election, in particular, is unprecedented in modern times — marked by the combination of a deadly pandemic, a global economic recession, widespread civil unrest and extreme market volatility.
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If your investment is growing at an average of 7% per year, here’s how much you need to save to be a millionaire by 65!
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We’ll be discussing stock market trends, outlook, interest rates, and where we might be headed from here. We’ve had the pleasure of heading from Mehernosh in the past, and he always brings a lot to the table.
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The Cares act got an update in Late June affecting anyone impacted by annual required minimum distributions. Joe Sweeney shares the specifics
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Today, the stock market inexplicably sits near an all-time high, while infection rates and prices of electric car company stocks are skyrocketing. We all want to know: What’s going on here?
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If you employ 100 people or more (yes, even part-time and seasonal), California’s got a new law in effect on September 30, 2020. And if you’re not enrolled or have a substitute, the fines are steep: $250 per employee for the first notice, $500 per employee for the second. That’s a $25,000- $50,000 penalty.
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Of course, advice on increasing net worth and cash flow are the table stakes. However, most people don’t realize what the most powerful reason for hiring an advisor really is
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Sometimes, heirs want to place extra sentimental value on the money in order to preserve it like a family heirloom. Other times, it’s seen as an immediate remedy to financial ailments, and in far too many cases, it’s spent frivolously like found money
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