Investment Management • Category.

3 Signs of a Successful Financial Plan Category: Investment Management

3 Signs of a Successful Financial PlanWhen you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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Understanding What Business Expenses You Can Deduct Category: Investment Management

Business Expenses you can DeductHave you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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3 Easy Year-End Tax Tips to Save Your Small Business Money Category: Investment Management

Year-End Tax TipsWait a second. Check the calendar again. That can’t be right. Wasn’t it just January? The end of the year has come in fast and furious form. The Christmas season is almost upon us, but our stomachs are still digesting Thanksgiving dinner. That’s life, isn’t it? The more you have going on, the more you start recognizing how quickly time flies.

 

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How to Navigate Investment Strategies in a Volatile Market Category: Investment Management

Volatile MarketsIf you’ve ever spent any time tracking investment news, you’ve seen the term “volatile market” pop up here and there. While it’s not quite as dangerous as a volatile person, it’s still perilous. Much like a volatile person, a volatile market is usually characterized by wide price fluctuations and heavy trading. It’s almost like a market mood swing.

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3 Ways to Protect Your Investments Category: Investment Management

3 Ways to Protect your InvestmentsEveryone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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Is DIY Wealth Management a Good Idea? Category: Investment Management

Source: PexelsWith so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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