Portfolio Allocation: Risk-Return Mix
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

Start Your Own Dynasty Trust
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

How Your Children Can Win the Stock Market Game
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To meet your goals you don’t need to beat the investment returns of everyone else. Instead, you want a decent return in order to retire comfortably and to ensure a cash flow which will support your standard of living.

How to Double Your Retirement
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Every six years you delay saving and investing you cut in half the lifestyle you will have in retirement.

Timing the Market Isn’t All Fun and Games
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Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits. If this is your investment strategy, good luck, because you’ll need it.

Rocks and Sand – Keeping Expense Ratios Low
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Good portfolios have low expense ratios and minimal trading costs.

You’re Fired! Now Get to Work!
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“You’re fired!” can be an opportunity to work for yourself. But the best two words you might hear are yourself saying, “I quit.” Working for yourself is risky and frightening, but the financial freedom and opportunities you gain are significant.

Social Security Can Be Saved
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We can have our benefits and lower taxes if we are willing to admit that socializing retirement benefits was a mistake and we return to trusting once again, the in power of free markets.

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