Comparing ETFs To Closed End Funds

Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Joseph M. Favorito, CFP a financial advisor at Landmark Wealth Management shares his thoughts about comparing exchange traded funds with closed end funds. […]

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The Risk of Not Taking Risk

Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Michael J. Garry, CFP, JD/MBA and owner of Yardley Wealth shares his thoughts about “The Risk of Not Taking Risk” Michael is […]

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A Review of 2016 Stock Market Results

Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Stephan Reh of Reh Wealth Advisors LLC shares his thoughts about 2016 Stock Market Performance. Steve is a financial advisor in La Verne […]

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One Way Some Wealthy Investors Can Avoid Big Capital Gains Taxes

If you are a considerably successful business owner, corporate executive, or another type of wealthy individual then you might find yourself in a dilemma when it comes to your stocks. A large part of your wealth may be tied to a particular stock and although you may want to sell/reduce your holdings, the thought of large capital gains taxes convinces you not to do so.

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Two Big Ways To Enrich Your 401(k)

The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)

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The Pros and Cons of a Strong Dollar

The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)

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What is a Hedge Fund?

“An aggressively managed portfolio of investments that uses advanced investment strategies such as leveraged, long, short and derivative positions in both domestic and international markets with the goal of generating high returns (either in an absolute sense or over a specified market benchmark).”

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Economic Indicators Dashboard – December 2014 update

The latest key U.S. economic and market indicators tracked in the Economic Indicators Dashboard confirm that as of December 2014, the U.S. economy continued on its path of growth and recovery.

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Keep The Money In The Family: Refinance A Student Loan With A Wealthy Relative

After earning his M. B. A. from the City University of New York’s Baruch College in 2009, Mehta was left with $60,000 in student loans. As an Indian national (his U.S. permanent–residency green card is in the works) he wasn’t eligible for federal loans, so these were all private student loans with rates varying from 4% to 11%. Mehta’s wife, Sheetal Chavan, carried even pricier debt: She had a $20,000 loan with a 14% interest rate from Bangalore-based Canara Bank Canara Bank.

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Homes More Affordable – For How Long?

Squared Away examines the upside of the recent housing market collapse: a steep decline in median house prices makes housing more affordable for many families.

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