Posts
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Estate Planning Checklist
July 12, 2024
Estate Planning Checklist
Estate planning sounds abstract but it is actually very practical. It is the nuts and bolts of what you want to do with your assets, while you are ali...
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Behavioral Finance: Recognizing Biases and Avoiding Mistakes
July 12, 2024
Behavioral Finance: Recognizing Biases and Avoiding Mistakes
“Great investors are those who are generally less affected by cognitive bias than the general population, learn about biases and how to cope wit...
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The Monday Mix: July 1 – 7, 2024
July 8, 2024
The Monday Mix: July 1 – 7, 2024
— The U.S. unemployment rate edged up slightly in June to 4.1%, the highest level since Oct. 2021, as 205,000 new jobs were added. — U.S...
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The Monday Mix: June 24 – 30, 2024
July 1, 2024
The Monday Mix: June 24 – 30, 2024
— U.S. inflation rose at an annualized rate of 2.6% in May (per the Federal Reserve’s preferred indicator); this is the lowest level since...
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The Age of Responsibility: When to Give Major Money to the Next Generation
June 28, 2024
The Age of Responsibility: When to Give Major Money to the Next Generation
“A long-ago client of mine had a cousin who got a large inheritance at age 21; it was gone in a few years, spent on rare tropical fish. His moth...
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Opinion: Lessons in liquidity – how to get the most when cashing out
June 3, 2024
Opinion: Lessons in liquidity – how to get the most when cashing out
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The Monday Mix: May 27 – June 2, 2024
June 3, 2024
The Monday Mix: May 27 – June 2, 2024
— The Fed’s preferred inflation measure, the personal consumption expenditures index ex. Food and energy, rose 0.2% in April, as expected. ...
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Opinion: Representation matters for building generational wealth
May 30, 2024
Opinion: Representation matters for building generational wealth
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The Monday Mix: May 20 – May 26, 2024
May 28, 2024
The Monday Mix: May 20 – May 26, 2024
— Home sales slipped unexpectedly in April, despite big gains in supply. — US applications for jobless benefits fall as labor market conti...
