News and Articles

Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track.

Statistics tell us that the average credit card...

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You might view divorce as a series of distinct steps: filing the paperwork, negotiating with your ex, getting a settlement and reaching the end of your marriage. Yet still more work – sometimes lots of it – remains after your divorce.

First, your settlement agreement likely stipulates actions an...

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What recent graduates (and their parents) need to plan Summer is here and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom.

Graduation is a tim...

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What should investors worry about?
It’s the topic people love to discuss. Are homes overpriced? When will “they” stop building new homes? Are we in the middle of another housing bubble? What should we do?

Across the country, at backyard barbecues, sporting events and in restaurants, the conversat...

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Can we settle the debate?
It’s one of the first questions that comes up when the conversation moves to investing: “which do you think is better over the long-term: active portfolio management or passive portfolio management?” And it’s a question that I can answer with absolute conviction: i...

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