What you need to know about the current market environment
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View ArticleWhat you should and shouldn’t do as a result of the 2020 Presidential Election
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View ArticleNew Washington Long-Term Care Tax Webinar
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View ArticleManaging large capital gains tax consideration
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View ArticleFinancial Planning for Biden’s Tax Proposal
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View ArticleBasic Economics
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View ArticleThe Roth Revolution
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View ArticlePredictably Irrational
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View ArticleIs Diversification Still a “Free Lunch”?
Harry Markowitz, Nobel Prize winning economist and founder of Modern Portfolio Theory, once claimed diversification is the only free lunch in finance. He theorized that a diversified portfolio could...
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2018 Market Review
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate...
View ArticleThinking, Fast and Slow
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View ArticlePutting Market Volatility in Perspective
Perhaps the most talked about and least understood concepts in investing is the riskiness of stocks. This is particularly true in periods where stocks are relatively stable and positive, as they were...
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