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Our Articles

Evan Almighty: Financing a Block Buster
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Those actually seeing the movie in a theater provide only 14% of a film’s revenue.

Consider Delaying Social Security Benefits
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Waiting for the higher payout is like buying longevity insurance.

Hedge Inflation Risk with Hard Assets
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.

Portfolio Rebalancing Boosts Returns
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Rebalancing your investments can help boost your returns and minimize risk. This simple contrarian move can help you compound your investment gains over time. With the markets at an all-time high, this may be a good time to rebalance your portfolio.

Financial Harmony In Marriage
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If you don’t have the time or the interest, you may be the problem.

A Short History Of Wall Street
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Only recently has Main Street been so fully invested.

Tax Freedom Day Arrives on April 30, 2007
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Without taxes, you could leave work at 2:25pm.

Buying a Car Without Breaking the Bank
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It is possible to avoid driving a wreck without wrecking your finances.

Familiarity Breeds Concentration
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Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.

Breaking Spaghetti: A Seven-Year Financial History
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Stress released in one area results in delayed releases in other parts of the economy.

Financial Planning For The Second Half Of Marriage
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Check your retirement, your marriage and your mission.

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).

The Celtic Tiger: The Greening Of Ireland
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Investing isn’t about finding a four-leaf clover or the pot of gold at the end of the rainbow.

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.

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

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