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About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
Careers
Blog
Home
About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
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Blog
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Real Estate as an Asset Class
March 6, 2023
Real estate as an investment asset class. What are the merits? What are the pitfalls? How do you avoid...
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With Interest Rates Climbing, What To Do With Cash Right Now?
February 22, 2023
Interest rates are finally reverting to some sense of normalcy. For savers that’s great news. Now...
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Making This Tax Season Less Painful
January 31, 2023
Well, now that the holiday season’s over, we’re already looking at filing tax returns once...
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Secure Act 2.0: Now You Can Rollover a 529 to Roth IRA
January 18, 2023
So, in the last couple of videos we’ve talked about the Secure Act 2.0. Today, we’re...
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Secure Act 2.0 Extends IRA Required Minimum Distributions
January 10, 2023
Secure Act 2.0. This is the second in the series of videos talking about all the goodies in the...
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A Recap Of 2022: An Extreme Year For Investors and Making 2023 A Great Year!
January 4, 2023
Today we’re going to talk briefly about some of the bright spots on the horizon for 2023,...
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Will 2023 Be A Return To Normalcy?
November 29, 2022
Since the Great Depression in 1926, we haven’t seen such awful returns for balanced investors....
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Unfamiliar Territory For Bondholders
October 13, 2022
Bonds. Let’s talk bonds. Interest rates are climbing, and that translates to bondholder...
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Is Risk Avoidance Even Possible In This Environment? No, But Smart Risk Selection Options Exist.
September 27, 2022
After the depleting drop off of the last few weeks, this morning we’ve enjoyed a little bit of...
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Today's Inflation Update: A Great Opportunity to Rebalance
September 13, 2022
What a great day to rebalance. The market’s down. It’s 1:00 PM. It’s down 3% for the...
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A Technical Recession… What Does That Mean?
August 3, 2022
Last week, it was announced that we’re actually in a recession. Is it a technical recession?...
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9.1% Inflation! What, If Anything, Can You Do About It?
July 15, 2022
The latest Consumer Price Inflation Index suggests 9.1% inflation. How bad is that and what, if...
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