Objective Advice You Can Trust

7 Tax Fundamentals Every Investor Should Know

The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple.  Here are seven fundamentals…

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The Investor’s Guide to Income Taxes

Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…

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6 New Year’s Investing Resolutions

Anyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really…

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How to Self-Diagnose Your Personal Financial Health

You probably get an annual physical.  Your doctor will ask about your concerns, take your blood pressure, perform other basic…

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Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health

“Prevention is better than cure”.  You need to assess your fiscal health and take corrective action before it’s too late….

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Mid-Year Investment Portfolio Checkup in 5 Easy Steps

The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest…

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