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Optimizing Wealth Through Asset Re-Allocation

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is ...

Debt Is a Four-Letter Word

Debt today is so common, you might say it can’t be avoided. Most people are not in a position to ...

Are You On The Right Track?

In bull markets, some investors develop unhealthy expectations as to the long term yields their investments should provide. Ten years ...

Prepare in Advance for Next Year’s Tax Filing

Was last year’s filing of your income tax return a satisfying experience for you? Did you have a sense of ...

Basic Planning for Young Families

As a young family, you will be facing a lot of new challenges that you may or may not be ...

What the Wealthy Know about Life Insurance

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of ...