Blog
'Smart Money' on Interest Rates
Have you ever heard the expression, "What's the smart money doing?""Smart money" is an expression that often refers to experts and suggests that well-informed people have a better perspective on current events and what actions to take....
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Evolution of the Game
I was finishing my golf season with a college buddy at a member-guest. We came up a little short, but it was a fun way to wrap up my competitive golf season...
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Recession or Growth Scare? Your Guide
I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...
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Feeling Loss
So often my conversations surround the potential of principal loss when it comes to investing. Rightfully so, there is no shortage of examples and studies around human beings feeling loss twice as much as the joy of gain. I don't see...
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An Everything Bagel of Good News
These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.I saw a recent report in The Guardian about the...
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3 Tips for the Second Half of 2022
With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...
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How will you pay for college tuition?
Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...
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Boomers' Post-Pandemic Retirement Concerns
A survey of Baby Boomers found that due to the pandemic, 52% of those who are not yet retired are concerned about being able to retire.
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Keeping it Simple - The Value of Simplifying Your Investment Strategies
Consolidating and simplifying your portfolio may help you keep track of assets and stay on top of your portfolio's results more easily. Complex investments may cause you to make a mistake—and some errors might be costly.
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7 Retirement Considerations - Thoughts from a financial professional
When it comes to retirement planning, financial professionals find that the same issues come up over and over. Here are seven considerations that every investor should think about when it comes to retirement planning.
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Acquaint Grown Children with Your Financial Affairs
As your children grow older, it's important to share key financial, medical, and estate planning information with them. Awareness of this information can help you be confident that your affairs will be managed if needed.
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ESG Investing: The New Frontier for Environmentally-Conscious Investors
ESG (Environmental, Social, and Governance) investing uses the same principles as socially responsible investing. However, ESG screening takes it one step further by selecting measurable ESG factors of each company.
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4 Charitable Giving Strategies to Consider
Through charitable giving, you can support causes you believe in and lock in tax benefits simultaneously. The giving methods you choose, what you give, and when you give can help you maximize your impact and minimize your tax burden.
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Understanding the Net Investment Income Tax
If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax.
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Grow Old with Me--Live (Almost) Tax-Free
What will you look for as you approach your "golden" years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for...
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