I recently came across an article in the Wall Street Journal written by Burton Malkiel titled ‘Buy and Hold’ Is Still a Winner. If you’d like to read the article, it comes right up when…
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Year-End Tax Planning Tips
As you have probably heard by now, there are some pretty significant tax laws set to expire December 31st, 2010. If Congress doesn’t pass new laws, the tax laws that were in effect at the…
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When To Update Your Will
The following is a guest blog post submitted by Gary Pratt, CGPP, Associate Director of Planned Giving for the Archdiocese of Kansas City in Kansas. This is a conversation I had recently at a seminar…
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Should You Include Gold in Your Portfolio?
?Gold is making headlines as it continues to push into record territory. Many are starting to speak about gold being overbought and in bubble territory. I found a very interesting chart that attempts to frame…
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Start Holiday Shopping Now: Ways to Save Big
Many reports suggest that consumer holiday spending will increase this year and retailers are willing to give big discounts to draw you into their stores. The key to taking advantage of this is to set…
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