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Articles tagged: Personal Finance/Investing
How to Target Regulated Equity Crowdfunding Deals
All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous […] Read More
Retirement Account Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees. Read More
September Inflation Ticks Higher Than Expected, but Are Interest Rate Hikes the Answer?
On the tails of a higher-than-expected Producer Price Index, the September inflation figure came in at 8.2%, over the 8.1% expected and just short of last month’s 8.3%. The markets […] Read More
Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition. Read More
Asset Class Performance Review for September 2022
It’s the beginning of October and the start of spooky season. So maybe it’s fitting that reviewing September’s asset class performance paints a chilling picture. To be very clear: there […] Read More
Estate Planning for Unmarried Couples: P is for Planning, Not Palimony
Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning. Read More
Interpreting the September Consumer Confidence Jump
Much to the surprise of economic spectators, the Consumer Confidence Index clocked in at 108, well above August’s 103.2 reading and the September projections of 104.5. This continues a somewhat […] Read More
Don’t Bet Against the Stock Market (for long)
The stock market is floundering. Investors are skittish. Courage and patience, however, could end up being the greatest investment of all. Read More
Asset Class Performance Review for August 2022
In a world of constantly shifting markets and concerns about portfolio allocation strategies, we know it can be difficult to keep track of everything. That’s why, from now on, we’ll […] Read More
Bed Bath & Beyond and the Meme Stock Revolution
Maybe memes are not what comes to mind when you pick stocks. If you ask Redditors though, they’ll tell you they are waves worth riding. Read More