UTMA Accounts – What You Need To Know
UTMA accounts provide a way to gift money to minor children. Contributing funds to UTMA accounts constitutes an irrevocable gift. Once you…
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Investing vs Gambling – They Are Not The Same Thing
Investing vs gambling. We shouldn’t confuse the two but often do. And to be fair, some investment decisions look a lot like…
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Retirement Saving – Delay Only Makes It Harder
Retirement saving doesn’t have to be painful, but the longer you wait, the harder it will be to catch up. That can…
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Mutual Funds – What You Need To Know
If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded…
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Bond Mutual Funds – What You Need To Know
There is much more to bond mutual funds than meets the eye. Building a diversified mutual fund portfolio will often require the…
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Retirement Investing – Focus on What You Can Control
Successful long term retirement investing is often as simple as focusing on what we can control. This sounds easy, but all too often…
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Dow 20,000 – What Does This Mean For Your Investments?
The Dow Jones Industrial Average closed at 20,068.51 which is an all time closing high. For those that like round numbers, this…
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5 Misconceptions Putting Your Finances At Risk
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…
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How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
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How 403(b) and 457 Plans Work Together
If you’re a public school teacher in California, there’s a lot to consider when saving for retirement. Teachers have more choices than…
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Investing Mistakes To Avoid When Markets Get Rough
It is human nature to avoid danger. When confronted by it, we are forced into a fight or flight situation. However, when…
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Why Millennials Need Financial Advice — Now
Why Millennials Need Financial Advice — Now is a guest post from Brian McCann, CFP® with Bootstrap Capital, LLC Today’s note is…
