Tag Archives | Kiplinger Personal Finance
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Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits

Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]

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Quote Of The Week: The Problem With Commissions

Our clients know that we work on a fee-only basis. That means we do not accept commissions for recommending, buying or selling investments and we work only for you, our client. That independence allows us to always deliver to you our expert, objective and unbiased advice. Of course, not every investment professional can say that. […]

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Quote Of The Week: Why You Should Start Investing Now

Dear Millennials: Here’s some good advice. The sooner you start investing the better. This is how Millennial Money writer Ryan Ermey describes the challenge: “The recent market peaks seem like the top of a cliff. But here’s the thing. Every second you wait to take the leap, you’re giving up one of your greatest assets […]

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Quote Of The Week: How Stocks React To Global Crises

Worried about how your portfolio will react to growing global turmoil? Here’s some research that may put you at ease: “History shows that after an initial dip, share prices tend to bounce back smartly.” “Fears about global turmoil may be misplaced. Over the past several decades, geopolitical crises have seldom had a lasting impact on […]

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Under My Umbrella

Rihanna’s not the only one to appreciate a good umbrella in bad weather. Many people should look into purchasing an umbrella insurance policy to keep their assets safe. It can provide a lot of protection for not a lot of money. We recently talked about this easy way to protect your assets with financial columnist […]

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Want To Invest With A Social Conscience? Here’s A Great Success Story.

Some of our clients are firm believers in investing with a conscience, and choose to put their money where their mouth is. They’ve asked us to identify investments that reflect their values, like protecting the environment, advancing gender equality, or supporting community engagement. Socially responsible investing (SRI) has definitely come of age, now capturing one-fifth of all funds professionally managed […]

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Which Large Banks Earned Top Ranking For Best Service, Products?

Who says big banks can’t be friendly? Kiplinger Personal Finance magazine just announced its top picks for “best large bank” and two of the winners offer deals that might just make you smile. Competing in the “large bank” category are financial institutions that blanket multiple states with branches and offer the broadest array of products and services. […]

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Quote Of The Week: Don’t Worry About The Bear

“No one can consistently forecast the future of the economy or the course of the markets with accuracy, but the weight of the evidence is on the side of the bull market continuing. The smart strategy, then, is to stay in stocks and stay diversified.” James K. Glassman, contributing columnist and visiting fellow at the […]

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