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Managing investment taxes
Managing investment taxes Managing investment taxes is an essential part of any good financial plan. For most clients, by far the largest expense incurred during…
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Why is my charitable donation taxed?
Why is my charitable contribution taxed? Well planned and executed charitable donations should result in tax savings. To get the maximum benefit, you must know the…
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Should I buy gold to protect against a dollar collapse?
Should I buy gold to protect against a dollar collapse? No, you should not buy gold for fear of a dollar collapse. As the video…
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Lessons from the 2008 financial crisis
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked…
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With interest rates low, should I buy dividend paying stocks instead of bonds?
With interest rates low, should I buy dividend paying stocks instead of bonds? No. Dividend-paying stocks are stocks not bonds and cannot be counted on to…
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Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or…
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The effect of speculation on financial security
Invest, don’t speculate. We have made that admonition more than a few times over the years and it is usually followed with information or…
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What will the market do now?
With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question,…
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How to prepare for the next financial storm
With hurricane Irma in the rear-view mirror, it is once again clear there is value in being prepared for rough times. And since we’ve…
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Why many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the…
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Are ETFs any good?
Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good? Making News… We frequently produce Q&A…
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Why Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery…
