Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

When it comes to investing, many people believe they have a ?knack? for choosing good investments. But what exactly is that ?knack? based on?

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Trends in Charitable Giving

Trends in Charitable Giving

Americans usually give to charity for two main reasons: to support a cause or organization they care about, or to leave a legacy through their support. When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit. Here?s a quick review of a few charitable choices.

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Value vs. Growth Investing

Value vs. Growth Investing

Looking at their recent track records doesn?t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far back as 1926, this has not always been the case. Let?s dive in a little deeper.

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?

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