Many people use a bank safe deposit box to store valuable papers and small assets.
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Each year, American Endowment Foundation (AEF) shares with their donors a list of questions that can help start or continue the family philanthropy conversation. This helps donors plan their giving strategy for both the short and long term.
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Health Savings Accounts (HSA) Update
Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account.
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Featured
Bruce's Investing Do's and Don'ts
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Save. You can't invest money until you've saved money. And nothing will have a bigger impact on our ability to realize our financial and life goals then living within our means.
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Fixed Income
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Your money is like a bar of soap, the more you handle it, the less you’ll have.” --Eugene Fama, Nobel winning economist from Malden
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Interview with manager of Calamos Market Neutral Income Fund.
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Here we delve into five misperceptions about diversification.
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Investing a lump sum of money comes down to the question of your tolerance for risk.
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August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers
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Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.
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The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money.
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Watch out What You Wish For
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Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.
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This video briefly walks through the basics of what GDP is and how it is calculated.
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This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.
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For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.
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What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both.
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Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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