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- 401(k) Basics
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- Rebalancing How and Why (Ascensus)
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- What Rate of Return Should I Expect?
Why International Stocks Have Lagged
Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable..
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.
Health Savings Account (HSA) Update
Health Savings Accounts (HSA) Update
Health Savings Accounts or HSAs, subject to eligibility, represent the most attractive tax advantaged type of account.
Bruce's Investing Do's and Don'ts
Do
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.
...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
August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.
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.
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.