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Two Investment Approaches: Which is Better for You? Thumbnail

Two Investment Approaches: Which is Better for You?

What are your favorite financial rules of thumb? Spend less than you make? Save 10% of your earnings? This article focuses on two financial rules of thumb about allocation for you to consider as you rebalance your investment accounts– the more popular “Own Your Age in Bonds” (OYIAB) method and the lesser-known 15/50 Rule. Both methods have their merits, namely that they’re simple and good places to start.

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Investing vs. Speculating: Risk Management Tips for Investors Thumbnail

Investing vs. Speculating: Risk Management Tips for Investors

People seem to have more time and disposable funds on their hands. As a result, a new breed of retail investors has emerged, further fueled by the COVID-19 pandemic and the growth of digital trading platforms including Robinhood. There’s increased attention to the growing role of retail investors with rising trading volume, speculative trading and market functioning. Thus, we find it timely to review risk management tips for novice and experienced investors alike.

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Why Having a Fiduciary Financial Advisor Matters Thumbnail

Why Having a Fiduciary Financial Advisor Matters

As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.

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Inflation Protection - Why It Matters Thumbnail

Inflation Protection - Why It Matters

Do you remember when the Post Office introduced Forever Stamps in 2007? They’re a non-denominated postage stamp used to mail first-class letters regardless of the current postal rate. Since 2007, the postage rate has increased on an average of 2.5% annually, almost seven times higher than it was fifty years ago. This is a basic illustration of inflation - a very hot topic right now. Read more to understand why it matters and how it may factor in your financial planning and investment decisions.

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