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Financial Planning

Financial planning captures a broad range of topics that impact your financial wellbeing. These topics address anything that has a dollar sign in front of it that is not investing related.

6 02, 2018

What is Rational Behavior Given Recent Market Volatility?

By |2020-04-27T17:19:29+00:00February 6th, 2018|Financial Planning, Investing|Comments Off on What is Rational Behavior Given Recent Market Volatility?

On Monday February 5th 2018, the Dow Jones fell 1174 points on top of a steep rise in volatility from the week before putting the stock market in the red for 2018. While this is the worst one day drop since 2011, it is likely far from the end of [...]

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31 05, 2017

Credit Double Threat on the Horizon

By |2020-04-27T17:19:30+00:00May 31st, 2017|Economics, Financial Planning|Comments Off on Credit Double Threat on the Horizon

Recently, the WSJ reported on two positive credit trends in the US Economy. Individually, these trends are very positive for a growing economy, however, in combination, they could potentially be the foundation for another credit bubble way down the road. Credit scores for US consumers hit record levels last month [...]

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7 02, 2017

Charitable Moves You can Make with Your IRA

By |2020-04-27T17:19:30+00:00February 7th, 2017|Financial Planning, Tax Management|Comments Off on Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name, Individual Retirement Account (IRA). What most people don’t know is that you can make charitable donations directly from your IRA and that it may reduce [...]

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1 11, 2016

Feigning Independence as Birds of a Different Feather

By |2020-04-27T17:19:49+00:00November 1st, 2016|Financial Planning|Comments Off on Feigning Independence as Birds of a Different Feather

It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of turkeys on Capitol Hill this year (nor any year for that matter) one lucky turkey will traditionally be spared by the president. Regrettably, however, we [...]

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20 06, 2016

Two Wealth Building Tips from William Shakespeare That are Still True Today

By |2020-04-27T17:19:49+00:00June 20th, 2016|Financial Planning|Comments Off on Two Wealth Building Tips from William Shakespeare That are Still True Today

College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young folks around made me think back to what I learned in college that I am still using today. Many of my long since forgotten classes [...]

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