Investment Management

8 Behavioral Biases That May Hurt Your Investments

Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…

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Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

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What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2; if you’re among the growing ranks of people working in the “gig economy,” you’ll…

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

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What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushered in significant…

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New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s…

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