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Exchange-Traded Funds (ETF) and Mutual Funds: What are they?

If you have an investment portfolio or are considering improving your retirement strategy, we’re sure you’ve heard the word: diversify. Diversification is an important aspect of any investment [...]

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Bonds: Relevant or Not?

Does it still make sense? With Treasury yields firmly hovering near 2020’s all-time lows, the looming threat of inflation, and a Federal Reserve that recently began its long march toward policy [...]

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Give to the Next Generation Without Tax Implications

Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above [...]