Posts you may be interested in

New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.
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Ways to assess if your giving is making the impact you'd like.
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- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.
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- Financial Planning
- Managing Taxes
- Market Commentary
- Trust & Estate Planning
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track given any changes in the economy and markets as well as your personal situation.
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Investors tend to buy high and sell low. They tend to become greedy when markets are approaching a high, and they become fearful when markets are at, or near, low points. Studies show that the more frequently investors check their portfolio performance, the more they trade, and the worse their performance becomes. In fact, investors in liquid investments (such as stocks) tend to sell quicker than investors in illiquid investments (such as real estate) because the pricing is readily available. How can you avoid falling into this trap? Should you just buy and hold? Set it and forget it?
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