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The Riskiest of all Assets  

Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or...

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Recent Blog Posts

A Tale of Two Advisors

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light...

Do I Have Enough to Retire?

Retirement is a time of life that many people look forward to. After years of hard work, it’s time to relax and enjoy the fruits of your labor. However, before you can truly enjoy retirement, it is...

FDIC, SIPC, and the State Guaranty Associations

With the recent failures of Silicon Valley Bank, Signature Bank, and most recently, First Republic Bank, consumers have been left to wonder about their own funds and the inherent safety nets built in...

Tax-Loss Harvesting: The Tax Loophole You Are Missing Out On

Often we hear about the tax loopholes that millionaires and billionaires are taking advantage of while the average Joe is left holding the bag. This is generally a mischaracterization, as these...

An Ode to Tax Day

With Tax Day falling on my blog release date, I decided to write something a little different. While the aim of most of my blogs is educational, the primary goal of this is to be humorous. I hope you...

Asset Location vs Asset Allocation: What’s the Difference

Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a...

The Basics About Roth Conversions

If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your...

A-Shares: An Antiquated Investment

With all the noise that exists about investing, it is difficult to have any confidence in what the correct solutions are for your investments. While there are almost limitless options regarding the...

How Much are You Paying for Financial Advice?

A Harris poll in 2017 found that 60% of respondents had no idea how much in fees and costs was associated with the financial advice they were getting. This is for good reason as the financial industry...
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