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Financial Planning
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Talk Your Chart | Investment Strategy | Episode 02
The Economy: Forecasting & Predicting the Future When it comes to wealth management, financial planning, and investment strategy, it’s only natural to want to predict the future. Why? Because uncertainty is uncomfortable. In this edition of Talk Your Chart, Marcos A. Segrera, CFP®, & Brett Horowitz, CFP®, AIF®, analyze market predictions and…
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The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor. David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies…
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Hurricane Season: Home, Family, and Financial Planning Tips
While the last year of COVID-19 is still fresh on our minds, unfortunately, hurricane season is just around the corner. Being prepared early while you have the time can save you the stress of having to panic when a storm is right around the corner. As we all recall the run on several items at…
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way…
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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 and 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…
