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Blog Posts

  • Four Tips When Markets Swing

    Four Tips When Markets Swing

    July 16, 2016
    Key Takeaway! The media is in assumption mode again—assuming the markets must be ready for some kind of fall. But it is up to you to decide if that would present a moment of urgency (and opportunity) or emergency. It’s that time again. If you watch cable television at all, the ...
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  • Updating an Old-Fashioned View: You Are Your Own Financial Plan

    Updating an Old-Fashioned View: You Are Your Own Financial Plan

    July 14, 2016
    Key Takeaway! You are your own financial plan—and even so, it helps to work with a fiduciary. No matter what age you are—just starting out, midcareer or in retirement—you have to take responsibility for your finances. You need to take the time to understand all the aspects of your finances and ...
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  • College Conversations: Don't Send Them Off Without a Talk

    College Conversations: Don’t Send Them Off Without a Talk

    June 23, 2016
    Key Takeaway! College, and life in general, is expensive. Many people wait to discuss that point with their children; after all, it’s not a fun conversation. But talking about what life costs, early and often as a family, will prepare your children for college and life after. Much has been written ...
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  • Reconsidering The Family Cabin: Don’t Let A Legacy Become A Burden

    Reconsidering The Family Cabin: Don’t Let A Legacy Become A Burden

    June 7, 2016
    Key Takeaway! Passing on the family cabin may not be as romantic as it sounds. Sometimes the result isn’t fond memories, but rather rifts in relationships. Instead of leaving the cabin as part of their legacy, parents can instead sell it and let the next generation create its own family ...
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  • A Lesson From Warren Buffett: Save it Before You're 50

    A Lesson From Warren Buffett: Save it Before You’re 50

    April 14, 2016
    Key Takeaway! Waiting until your 50s to save for retirement creates two problems. First, you have to save much more to get to the same goal. And second, at about the time you would like the freedom to make changes in life (your 50s), you can’t because you have to ...
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  • It's Spring Break: Think Twice Before Buying a Second Home

    It’s Spring Break: Think Twice Before Buying a Second Home

    March 14, 2016
    Key Takeaway! Buying a second home is often justified in financial terms. But financially, renting can be a better option than owning. Owning is about the experience you give your family, not about return on capital. The annual trek to Florida or Arizona starts for a lot of us in March ...
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  • Rethinking Your Portfolio? Consider Asset Location

    Rethinking Your Portfolio? Consider Asset Location

    March 8, 2016
    Key Takeaway! Don’t put all your eggs in one basket. You might want to rethink your portfolio if your taxable and nontaxable accounts are invested in the same list of funds. Studies have shown that asset location, which places your investments in different accounts, can add to your return. Asset ...
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