Individual

How To Invest

Investing is not always about what you do (i.e. choosing where to invest), it’s equally about what you do not do.  In many cases, doing nothing is the best strategy.  One of the primary, less mentioned responsibilities of a Financial Planner is to protect clients from themselves, especially in the short term when they are

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Volatility, China, and Oil

by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced a decline in prices as well as continued volatility and a decline in oil prices coincided with a decline in stock prices. These events provide an opportunity to examine several

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The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can

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Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. We found an informative article that addresses this. Please read Unhealthy Attachments here. If you’re new to our blog and wish to remain connected

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