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Our Articles

#TBT Your Election Reactions May Impoverish Your Investment Gains
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Don’t let your political emotions impoverish your financial well-being.

Four Things You Can Do No Matter Who Wins
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Wealth management is in your control and there are actions you can take regardless of who wins today.

2021 Contribution Limits
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Most stayed the same while HSAs and employers saw increased contribution limits.

Mortgage Escrow Shortfall: 12-Month Spread or One-Time Payment?
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If you are a responsible saver, keeping the liquidity in your pocket until the bill deadline expands your options for both growth and savings.

#TBT Don’t Let Politics Make You Afraid of Investing
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Election results should not change a well crafted investment strategy.

Before You Get Out Of The Stock Market, Read This
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When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.

This Month, We Removed the Energy Overweight from Our Allocations (October 2020)
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We believe that holding on to Energy and waiting for it to recover might mean missing out on greater gains elsewhere.

A Guide to Your In-Plan Roth Conversion at RiversEdge
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The form is amazingly straightforward. Once the paperwork has been processed though, it can be difficult to find out how much was converted.

#TBT Are Democrats Or Republicans Better For The Stock Market?
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This 2017 article reminds us, “Stock market returns have little to do with which party holds the White House.”

A Market of Stocks Rather Than A Stock Market
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Individual sectors of the economy have reacted very differently to the pandemic.

How to Inherit a Roth IRA Outright From a Trust at Schwab
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Beneficiary designations directly to your heirs are a cleaner estate planning solution.

The Most Tax-Efficient Method of Leaving Assets to Charity in Your Estate
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If you have a charity among your heirs, there is the possibility for tax savings.

#TBT Vote Early Instead of Voting Absentee (Virginia)
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Voting early is as easy as voting in-person. You can vote whenever is convenient for you including right now and until October 30.

Using Complex Beneficiary Designations to Give Your Heirs Flexibility
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Not every custodian is willing to accept the complexity, but I am grateful that Schwab is.

How To Spend: Keep a Price Book
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Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.

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