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07/24/2024
Many investors have questions regarding the potential for private equity to keep delivering outsized...
07/10/2024
The S&P 500 and the Nasdaq continue to set new index highs, boosted by the promise of AI and potential...
07/05/2024
If you've accumulated a significant portfolio balance in your traditional IRA, you may want to consider...
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11/24/2024
After knocking off undefeated Indiana today in Columbus, the Buckeyes will be at home again next week...
07/24/2024
Many investors have questions regarding the potential for private equity to keep delivering outsized...
07/11/2024
If you’re worried about running out of money in retirement, you are not alone. For individuals...
07/10/2024
The S&P 500 and the Nasdaq continue to set new index highs, boosted by the promise of AI and potential...
07/05/2024
If you've accumulated a significant portfolio balance in your traditional IRA, you may want to consider...
05/14/2024
If you regularly watch the financial news, you'll hear the market pundits discussing market volatility...
04/20/2024
For those families with significant wealth, supercharging your child's college 529 plan can also help...
03/06/2024
When it comes to savings and investing, the Holy Grail of tax-deferred contributions, tax-free growth...
05/21/2022
Whether we experience it with one of our parents or need it during our own retirements, long-term care...
03/19/2020
Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows! Market...
11/27/2018
One of the most challenging decisions that parents have to make is the allocation of their savings dollars...
11/13/2018
According to research just published in the Annals of Tourism Research, people will now be able to "eat,...
10/16/2018
Over the years, I've come across many individuals and families that have neglected to create a financial...
10/08/2018
One of the major reasons that retail investor portfolios under-perform the market is because they too...
09/29/2018
NFL executives are similar to Wall Street execs....Finding great investments involves tons of data mining....
08/20/2018
According to a recent report by the Wharton School of Business at the University of Pennsylvania, the...
07/17/2018
I've read several articles lately that are predicting an upcoming recession based on one or more of the...
07/12/2018
At this time last year, the equity markets were enjoying a wave of enthusiasm spurred on by resurgent...
07/03/2018
In my nearly 10 years of managing money for investors, I've come across many people who are too afraid...
06/26/2018
So you just inherited an IRA from your Uncle Bob...Don't give up to 50% of the IRA to Uncle Sam! Some...
06/26/2018
Does it seem like everything moves much faster today? Maybe because it really is. Check out this chart...
06/01/2018
While the Millennials often get pummeled by the media for being slackers and snowflakes, some new data...
01/31/2016
The answer: all of the world's central bankers. In a surprise move on Friday, the Bank of Japan introduced...
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