
Budget: A word you probably hate but shouldn't (3 min read)
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Worst Case Scenario A Scammer Has Your Info (3.5 min read)
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Are Millennials Better at Investing? (2 min read)
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These zombies are real and you may have some (4 min read)
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Can you spot an impostor scam? (2.5 min read)
Forecasts & 2025 Budget
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2023 End of Year Summary
2023 End of Year Check list
The Accordion Effect
Someday market will recover, and the S&P 500 will hit 5,000. Don’t have regrets when it gets there. Here are three steps you can take to benefit from the time, before it hits 5,000.
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What to do Before the S&P hits 5,000
Someday market will recover, and the S&P 500 will hit 5,000. Don’t have regrets when it gets there. Here are three steps you can take to benefit from the time, before it hits 5,000.
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How to Manage a Portfolio Through an Injured Market
We know what to do when we sprain an ankle. Rest and recovery. Nothing to be afraid of. But what do you do when a market is injured, and your portfolio drops in value? It depends if you are retired or pre-retired.
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The Roth 401k - Possibly Life’s Biggest Financial Decision
We all got too comfortable with pre-tax 401k plan savings. It’s time to make a huge change into the Roth 401k. This could be the single most important financial decision of your life.
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5 Strategies in a Down Market
5 strategies in a down market. Stay the course. Convert to Roth. Capture Losses. Move to cash. Short the market. Which strategy would work best for you.
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Get on the Roth Bandwagon
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Bill Ackerman Invests $2.5 Billion in Equities
It all begins with an idea.
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I Believe In People
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Coronavirus and the Bottom Line - Stay In or Get Out (of the Market)
It all begins with an idea.