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Price of risk management and is it worth it?
More investors are evaluating the cost of investing. This can be seen as investors have been replacing their costly mutual funds for...


Launch your startup this year
If you've been looking for a reason to launch your startup then this may be your year. With stocks at all-time highs and the Trump tax...


How to take portfolio gains
With the Dow reaching an all-time high of 25,000 last week, you may be wondering if now's a good time to sell and take profits. Common...


Be a winner with your investments in 2018
There’s no shortage of opportunity in the investment world in 2018. With a decade of low interest rates coupled with the passing of a...


The New Tax Bill will impact your financial plan next year
With today's signing of the Tax Cuts & Jobs Act by President Trump, we can look forward to an even more complex tax year in 2018. Here...


How to manage your money while living abroad
Life abroad is certainly glamorous and life-changing, but it doesn't come without its complications. Differences in culture, local laws,...


How to create year-end wealth
As the year comes to an end, there are some things that you can do to reduce taxes, and other strategies that can create wealth:...
Department of Labor fails to protect consumers and what you need to do
Deregulation is in the blood of this administration so it's no surprise that the onus is increasingly on you, the consumer, to make sure...
Time to Move to Palm Springs
With the Tax Cuts and Jobs Act pending approval in the Senate, it's reasonable to assume that your taxes are likely going up. (More about...
Market has reached euphoric levels, again
Nothing is more impactful than the investors emotional state of mind. This drives cycles in the market as we both fear and greed in...
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