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Jul 22, 2022
Get A Jump Start On Your 2022 Taxes
Get a head start on your 2022 taxes by following these four steps: adjust your withholding, contribute to retirement accounts, check your tax bracket, and get organized. Save time and money next year.
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Jul 12, 2022
Why Investors Should Avoid Overconcentration
Avoid overconcentration in a single stock to mitigate risk. Learn why choosing individual stocks is difficult and how to prevent overconcentration through diversification. Find out how to rebalance your portfolio and make tax-efficient investment decisions.
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Jun 7, 2022
How Women Can Overcome Obstacles to Retirement
Overcoming retirement obstacles for women is crucial. This blog explores the challenges women face, such as lower earnings and caregiving responsibilities, and provides solutions to ensure a financially secure future.
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May 24, 2022
The Elephant in the Room: Yield Curve Inversion
Discover the potential implications of the yield curve inversion in this insightful blog post. Gain insights into the factors influencing the current market conditions and learn why this time might be different. Find out how the 3M/10YR indicator and the Fed's perspective play a role in understanding the situation. Explore the concept of a soft landing and its relevance in the current economic climate. Don't miss out on this comprehensive analysis of the yield curve inversion and its impact on the economy.
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May 16, 2022
4 Tips to Help You Avoid Timing the Market
Avoid the pitfalls of timing the stock market with these 4 tips. Stick to your long-term plan, understand the difficulty of being right twice, invest on a set schedule, and consult with a financial advisor.
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Apr 26, 2022
How to Protect Yourself From Identity Theft
Learn how to protect yourself from identity theft and reduce the damage if it happens. Check your credit report regularly, set up safeguards with your bank, use privacy software, practice good password management, recognize phishing scams, and report fraudulent activity immediately. Safeguard your personal information and minimize the potential of fraud or identity theft.
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Apr 20, 2022
Automated Investing vs Human Guidance
Discover the benefits of working with a financial advisor compared to a robo-advisor. From goal-setting to emotional support, find out why human guidance is invaluable for managing your investments.
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Mar 25, 2022
A Beginner's Guide to Alternative Investments
Discover the world of alternative investments in this beginner's guide. Learn about hedge funds, real estate, private equity, crowdfunding, and commodities. Understand the risks and benefits of diversifying your portfolio with alternatives.
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Mar 10, 2022
Why You Need An Evolving Financial Plan
Discover why it's crucial to have an evolving financial plan that adapts to life's changes. Read this blog to explore the situations that call for revisiting financial goals and learn how to adjust your long-term plan accordingly.
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