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Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?

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Prioritizing Your Retirement Needs, Part II
Should You Put Your Kids’ Education ahead of Your Retirement?

If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What the Heck Is a Reverse Mortgage?

Lately, you’ve likely noticed a glut of television, radio and even Web advertisements — many of them featuring well-known actors…

How to Plan Your Estate as a Cohabitating Couple

Estate planning can seem like a long, uphill battle to a land that is optimistically distant.  No one likes to…

Market Timing: Risk vs. Reward

For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…

Global vs. International: What’s The Difference?

Do global and international mutual funds complement or conflict with each other? With international stock markets comprising nearly two-thirds of…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are? Over half of Americans do…