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Investment Personas

Investment Personas

We are all unique when it comes to our style of investing and anything else. But it can be helpful to understand some typical investor personas that...

Stay The Course

Stay The Course

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is underway, as our...

No 401(k)?

No 401(k)?

A 401(k) is a great way to save for retirement, but not all employers offer them. Only about 60% of American workers have the option to invest in a...

What is a Stock Split?

What is a Stock Split?

Last month, Apple’s (AAPL) stock split on a 4-for-1 basis. This, along with some movement in Tesla (TSLA), caused the popular investing app...

Common 401(k) Matching Mistake

Common 401(k) Matching Mistake

For many of us, our 401k account is our first foray into investing. It is also many people’s primary retirement account. We are told repeatedly how...

Retirement Plans: Mega Backdoor Roth

Retirement Plans: Mega Backdoor Roth

We all understand the importance of investing in tax-advantaged retirement accounts. These accounts provide a significant stream of our retirement...

Are You Prepared For Retirement?

Grab our checklist to discover what issues you should consider before you retire.

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