3 High Net Worth Investing Strategies

Posted by Dan Ebinger on February 11, 2021
As a high net worth individual, you may face unique challenges when it comes to investing, regardless of whether your assets are liquid (such as stocks and bonds) or non-liquid (such as residential or commercial real estate). This is why it’s important to work with a
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Topics: Investment News

The Pros & Cons Of Socially Responsible Investing

Posted by Lyn Dippel, JD, CFP® on February 08, 2021
Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has been
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Topics: Investment News

SRI, ESG & Impact Investing For Women: Understanding Your Options

Posted by Lyn Dippel, JD, CFP® on February 05, 2021
Nowadays, what constitutes a “wise” investment isn’t necessarily the same for everyone. The basic principles of investing will always apply across the board—understanding your tolerance for risk, knowing your timeline, evaluating stocks using standard performance criteria, and more. However, an ...
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Topics: Investment News

Maximizing Social Security Benefits for Married Couples

Posted by Jim Kantowski, CFP®, CPA on January 19, 2021
Knowing how to maximize Social Security benefits for a married couple is an essential part of financial planning, especially because it can help you receive more benefits, pass along a greater amount of assets to your heirs, or reduce your taxes if you play your cards correctly. The best ...
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Topics: Investment News

A Look Back at 2020 - Q4 and Annual Market Review

Posted by Jim Kantowski, CFP®, CPA on January 18, 2021
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
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Topics: Investment News

What Are The Pros And Cons Of Index Funds?

Posted by Dan Ebinger on December 21, 2020
How you invest your money is a highly personal decision based on various factors, such as your financial situation and your appetite for risk. Therefore, it’s important to understand your options before you invest in the stock market.
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Topics: Investment News

The Top Portfolio Management Strategies Investors Must Know

Posted by Dan Ebinger on October 27, 2020
Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also have different preferences with ...
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Topics: Investment News

Quarterly Market Review - 2020, Q3

Posted by Jim Kantowski, CFP®, CPA on October 16, 2020
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Topics: Investment News

A Mindful Investment Experience

Posted by Jim Kantowski, CFP®, CPA on August 12, 2020
I’ve been learning a lot in the last year about mindfulness and meditation, thanks to the recent popularity of apps such as Calm, Headspace, and Waking Up. If I’m being honest, I admit I was a reluctant participant at first. But the concepts have grown on me—and I’ve since discovered how ...
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Topics: Investment News

The 5 Most Tax-Efficient Investments For Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on July 23, 2020
You want to hold onto as much of your wealth as possible—but you know that’s easier said than done, especially when it comes to taxes. One way to save money at tax time that doesn’t require you to constantly track your expenses is by using tax-efficient investments.
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Topics: Investment News, Wealth Management