Bondpocalypse Now: Redux
Why would any investor want to put money into low-yielding bonds?
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Going Out of Style? Explaining Growth’s Outperformance
Like fashion trends, investment styles tend to come into and out of favor over time. One of the more popular investment comparisons is growth versus value. But what, exactly, is a growth stock, or a value stock?
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Curves Ahead. Interpreting Bond Yield Curves
While it is tempting to think of the yield curve as that length of road before you merge into traffic, in the world of bonds it represents something very different.
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Financial Planning Focus - Charitable Giving Strategies Under the Tax Cuts and Jobs Act
Approximately 30 percent of taxpayers itemize deductions, according to the Tax Policy Center of the Urban Institute and Brookings Institution, and roughly 82 percent of itemizers reported charitable contributions.
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Financial Planning Focus - Autumn Cleanup for Your Financial Backyard
As the weather turns from hot and humid to cool and crisp, we often think of things we want to accomplish before the end of the year. Like leaves piling up in the yard, it usually feels like as soon as one item is crossed off your list, it is replaced by three more.
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Financial Planning Focus - Protecting Your Personal Information
We are pleased to announce a valuable opportunity in early 2019! We are hosting an event related to the latest cyber security trends, including how to protect yourself and your information.
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Financial Planning Focus - Client Question: How Much Can I Spend in Retirement?
This is actually a trick question. Because every client eventually asks it and every answer is, of course, different. It is our job to make sure that our clients meet and/or exceed their retirement goals, including timing of retirement and desired spending levels.
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Financial Planning Focus – Client Lunch and Learn
Approximately 5 million older Americans are financially exploited every year and the financial loss has been estimated to exceed $36.5 billion.
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Financial Planning Focus – Happy Anniversary? One Year After the Equifax Data Breach
On September 7th, 2017, credit reporting agency Equifax announced the largest cybersecurity breach in history, affecting over 145 million American consumers. Looking at a 1-year chart of Equifax’s stock price, it’s almost as if the breach never happened.
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