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Client Services
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Don’t Let Fear Drive Your Investment Strategy
Would you rather be in the market when it goes down or out of the market when it goes up? Me neither! In a perfect world, we would know how to get out of the market at the right time to avoid losses, then return at the ideal moment to capitalize on the recovery. Why…
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‘What a Great Company! I’ll Buy the Stock!’ How to Decide If You Really Should
If you’re managing your own portfolio, there are temptations that can lead you astray, cause you to veer away from the investment strategy you’ve settled on, and cost you a lot of money. For example: sooner or later, you’re bound to hear a story about a company that’s headed for success—a great investment. The tip…
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New Year Financial Resolutions
Another year is beginning and it creates a new set of financial and tax planning strategies. Plan for your required minimum distribution (RMD) The new tax law just changed the first year of your required minimum distribution from age 72 to 73. If you are turning 72 next year, you will now be able to…
