In addition to your wealth advisor, do you have a solid team of legal, tax and insurance professionals who work with you? Is everyone pulling on the same rope
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Expected return is never the only factor to consider when deciding which investments to include in your portfolio. Managing risk, for instance, is another key
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Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500). Learn why
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Preparing for a potential long-term care event is a necessary, albeit often difficult, topic to raise with your advisor. But, while not everyone may need long
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The best tax planning is a continuous exercise, and right now there may be some attractive opportunities to consider. Is it time to take advantage of low tax
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Would you be surprised to know that, generally, U.S. market returns in election years have been virtually identical to all other years? Of course, that doesn’t
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Setting the mix of stocks, bonds and other investments right for you is one of the most important factors in determining your long-term financial success. But
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Health care will likely be one of your biggest expenses in retirement. Consider that a 65-year-old couple retiring this year will pay an average of $295,000 in
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Sure, fewer people are going to malls these days and, yes, it’s true that many companies have people working from home. But keep in mind that the real estate
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Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Unfortunately, making the
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The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts
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Monte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere
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