A new wave of college graduates were introduced to the “real world” last month. The good news is that according to the National Association of College and Employers, employers are expecting to hire 19% more…
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Coupon Bug: A Financial Planner Analyzes His Wife’s Habit
As food and gas prices rise, store packaging contains lesser product than before, and television shows like “Extreme Couponing” on TLC pop up, many families have jumped on the coupon-clipping bandwagon. My own wife became…
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The Emotional Investor
I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week: “If you can keep your head when all about you are losing theirs…
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Think A Cash Value Life Insurance Policy Is A Good Idea? Think Again.
Many times after I complete an insurance analysis for a client and it’s time for them to purchase a policy, they will ask me, “Can we just buy the policy from you?” The answer is…
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1st Quarter Investment Review – The Dangers of Bond Investing in 2011
The 1st Quarter in 2011 saw many of the markets continue their upward momentum from 2010. Below are the returns for some of the popular indices as of 3/31/11: Total Returns % 1Q Dow Jones…
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