Monthly Newsletter
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November 2020
Election Years and Your Portfolio: Focusing on What Is Most Important
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October 2020
Trump or Biden: Comparing the Tax Plans of the Two Candidates
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September 2020
Reaping the Harvest: Smart Tax Strategies for Your Retirement Income
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August 2020
Taming Your Emotions: The Key to Better Investment Returns
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July 2020
Public Service Loan Forgiveness Program: Could It Help Someone You Love?
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June 2020
Save on Taxes and Insurance Premiums with a Health Savings Account
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May 2020
The US Economy Is Re-Opening: What’s Next?
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March 2020
Your Emotions and the Markets: Why They Don’t Mix
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January 2020
“Rumors of My Demise Are Greatly Exaggerated”: Value Stocks and the Patient Investor
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December 2019
January and the Markets: What’s the Correlation?
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November 2019
7 Investment Tasks to Prioritize for Year-End
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October 2019
The “Best Interest” Standard: Does It Really Mean That?
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September 2019
Your Grandparent Has a New Significant Other: Should You Worry?
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August 2019
Finding the Right Advisor: Sometimes, You Need to Dig a Little Deeper
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July 2019
The “Widow’s Tax”: How You Can Reduce Costs Through Advance Planning
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June 2019
Investing Globally: Can You Pick Winners?
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May 2019
Want to Maximize Your Retirement Income? Follow These 3 Steps
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April 2019
Behavioral Finance: Lessons from March Madness
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March 2019
The Only Constant Is Change — and Taxes
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February 2019
Value Investing: Is It Valuable?
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