Roll of the dice

Assessing Your Investment Risk Tolerance

There are always different levels of risk in life. It’s all about how much you’re willing to take and whether the rewards outweigh the risks.  When it comes to investing, you may be faced with a similar question: What’s your comfort level when it comes to the possibility of losing money? This is referred to...

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What Is Compound Interest?

There are many numbers involved when it comes to loan terms and savings accounts, like interest rate, annual percentage rate and annual percentage yield. But interest is more than just a number. Knowing if it’s simple interest or compound interest can help you make better financial decisions – whether you’re saving, investing or borrowing. Compound...

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Budgeting 101: How To Make a Budget

Ever wonder where your money is going? A monthly budget might provide an answer.  A budget is a blueprint of your income and expenses. It can help you to reach your financial goals and take control of your finances by tracking how you spend – and save. You don’t have to be a finance whiz...

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What Is Passive Real Estate Investing?

Real estate investment sure sounds great, but everyone has heard a story of someone investing a lot of time and money to earn a very small profit off their investment or rental property. What if there was a way to invest in real estate without all the grunt work?  Enter passive real estate investing. A...

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Holiday Bonuses 101: Maximize Return and Minimize Taxes

Congratulations on receiving a holiday bonus! Be careful though, do you know the tax implications? Learn how to maximize return and minimize taxes.

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Why Having Too Much Cash Isn’t Ideal

As an adult, you are told that saving money, as opposed to investing it, isn’t always the best strategy. What’s the real story?

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What is the Right Asset Allocation Model for my Age?

Asset allocation models refer to three asset classes in your investment portfolio: stocks, bonds and cash. Learn the major issues in picking an asset allocation model.

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Not All ETFs Are Created Equal

ETFs can be excellent low-cost investments, or they can be disproportionately expensive money drains. Learn what to look for so you can spot the difference.

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End of Year Portfolio Strategies

The end of a year is a time to assess the past and look forward to new opportunities. Give your holdings a review and consider these strategies as you do.

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529 Plan Mismatches

529 plans are one of the best options available to save for your child's college education, but because of their tax-deferred status, you need to be careful when withdrawing at the end of the year.

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