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Posts by category

• Category: Asset Allocation
  • Asset Allocation
• Category: Economics
  • The Fed
  • GDP
• Category: Financial Markets
  • Retail vs. S&P 500 Reversal
  • How Might Rising Interest Rates Affect Your Stock Investments?
  • Advanced Strategies for Managing Volatility
  • January Effect
  • The Impact of Oil
• Category: Financial Newsletter
  • Changing Winds
  • Market Outlook 2015
  • Market Update
• Category: Financial Planning
  • Considering a Home Equity Loan?
  • The Charitable IRA Transfer
  • Wealth Transfer in a Low-rate Environment
  • Budget Deal Affects Social Security Options
  • Cost of Living Adjustments for 2016
  • Three Year-end Tax Reduction Tips
  • Shielding Retirement Assets From Taxes
  • Charitable Giving Opportunities for Affluent Investors
  • Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!
  • On Independence Day, Should You Consider an Independent Financial Adviser?
  • It’s 2015: Do You Know Who Your Beneficiaries Are?
• Category: Investments
  • The Trump Thump
  • Bad Day for Retail
  • Hertz Global Holdings (HTZ)
  • How to Avoid Potentially Unethical Financial Advisors
  • Higher Yielding Investments
  • Tax-Free Income with Municipal Bonds
  • Master Limited Partnerships
• Category: Uncategorized
  • Community Involvement

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