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How Smart Financial Technology Can Be Making You … Dumber

OK. There is just no nice way to put it. All those smart apps and smart phones and clever financial programs that let you move money, buy stocks, and check your account balances on a teeny tiny screen are not helping. In fact, they’re making the situation worse. Research conducted by the Global Financial Literacy Excellence […]

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Unnerved By Market Volatility? Read These 5 Tips

Just in case you weren’t paying attention to the news in October, here’s what you missed. The stock market went down. As you open your October statements, you’ll see evidence of the pullback in your account balances. But before you hit the panic button, here’s a few things to keep in mind. Pullbacks are normal. They […]

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Helping Students In South Florida Reach Their American Dreams

The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]

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Veterans Day 2018: Honoring Those Who Have Served

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Savings Geeks, Get Ready To Do The Happy Dance! You Can Save More In Your 401(k) And IRA In 2019

Savings geeks (like us), prepare to do the happy dance. If you like to save on taxes, we’ve got great news for you. You can save and deduct more in your 401(k) and IRA next year. Here’s the new amounts for 2019: 401(k): $19,000 ($25,000 if age 50 or over in 2019) IRA or Roth […]

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When Simpler Isn’t Better: Why A Bond Index Fund May Not Be The Right Choice

Simple is good, right? In fact, if you read the popular financial magazines and websites geared toward consumers, you’ll walk away with the impression that simpler and cheaper is always better. There’s only one problem. It’s just not true. Sometimes a little complexity is better, and you do get what you pay for. Here’s a […]

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Is It Phishing? Or Is It For Real? Hard To Know For Sure

A reader of our blog recently sent us an email asking if a message he received from a broker was legitimate or whether it was a phishing expedition. He was following up on a couple of previous blog stories we did on phishing emails and wanted some guidance. He received what seemed like a legitimate […]

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Divorced? Hidden Traps In Those Old Beneficiary Forms

If you are divorced, you’ll want to read this excellent article by financial writer Michaela Cavallaro for Considerable about the tricky untangling of assets when your ex-spouse passes away. You would think that all the legal complications and contortions are behind you once the divorce is finalized, but that’s not always the case, as Michaela explains. Even […]

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Here’s Our 7 Quick Investment Takeaways From Impact 2018 In Washington

I’m up in Washington D.C. this week at Impact 2018, Schwab’s huge annual investment conference that gathers thousands of investment advisors, vendors, and experts from across the U.S. It’s actually great timing given this week’s turmoil in the stock market. We’ve had multiple conversations with economists and market strategists about inflation, rising interest rates, and […]

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We’re In D.C.! What’s Happening At The Schwab Impact Investment Conference

It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C. It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops. It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, […]

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