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Our Articles

#TBT Tackling College Costs at the Eleventh Hour
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The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.

2024 Index of Economic Freedom Update
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Last year, eleven countries made our cut-off. This year, twelve do.

Updates to Our Emerging Markets Strategy (March 2024)
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Because of Mexico’s current valuation, we believe that it has the possibility to perform well regardless of how this potential conflict resolves.

#TBT The Benefits of Free Trade Agreements
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Regardless of which way the balance of trade says the surplus falls, we and our trading allies benefit from the exchange.

Q&A: How Should I Invest My Cash?
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Our recommendation is to keep money that may be needed within the next six months invested in a money market fund.

#TBT The Delirious Happiness of Free Market Choice
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This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

In Roth Conversions, Reducing Your Taxable Income is One of the Benefits
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Roth conversions can decrease your taxable income and increase your tax savings over the long haul.

#TBT Eliminate the Capital Gains Tax
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Maybe if we say it enough, it will actually get done. “The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!”

A Closer Look at Net Investment Income Tax (NIIT)
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The 3.8% Net Investment Income Tax (NIIT) is a Medicare contribution tax on investment income.

Baby Registry Guide from a Financial Planner (Updated 2024)
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Now that we’ve been parents for a few months, I can confidently say all of these items vastly improved our journey into parenthood.

#TBT Three Reasons To Engage In Gift Giving
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The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.

What to Expect Now That the S&P 500 Reached 5,000
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If this level of volatility isn’t your expectation, you are not yet familiar with normal volatility in the markets.

Freedom Investing in Review (December 2023)
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This quarter, we saw that in 1-year returns using the dynamic tilt and ending December 31, 2023, Developed Freedom Investing had a -4.21% disadvantage, Emerging Market Freedom Investing had a +4.78% advantage, and Overall Freedom Investing had a -1.46% disadvantage.

#TBT Cash Has Been the Riskiest Investment
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This 2007 post reminds that because of inflation the value of cash trends down, encourages you to protect your portfolio against a falling dollar, and reveals an inconsistency with CPI calculations and actual inflation.

The Complete Guide to IRA Contributions and Withdrawals
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Individual retirement accounts (IRAs) are one of the most important account types, and understanding the difference between Roth and traditional contributions and withdrawals is foundational to tax planning.

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