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You Must Not Do That!
You Must Not Do That! As a financial advisor, do you believe that’s the phrase I get paid for the most? That’s because I earn my keep by keeping clients from making some very big mistakes with their money. Now, as we experience a market correction and spate of scary...
New Tax-Related Updates for Your 2021 Filing?
A new year means new tax changes. While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. Here, I’ve included some of the most significant of these...
A Short Guide to Dealing with Market Corrections
If you’ve been paying attention to the news, you know the markets have endured a topsy-turvy month of January. As a result, the S&P 500 and Dow Jones are both on the verge of what analysts call a market correction.1 (Something the NASDAQ already entered last...
Omicron and the Market Grinch
Have you ever received a gift you didn’t actually want? Well, investors got just such a gift recently – the kind nobody wants. I’m not talking about an ugly sweater or a pair of socks. I’m referring to a new bout of market volatility, just in time for the holidays....
