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Financial Briefs

The Importance of an Investment Philosophy

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more than a manifestation of an investment philosophy.

Taxes and Your Home Based Business

One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight of the fact that you are also a business. That fact is not lost on the IRS who takes a special interest in home-based businesses and their profits and losses.

Choose Your Social Security Age with Care - It Could Cost you a Bundle

With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive.

How to Choose the Right Life Insurance Professional

The decision to buy life insurance is one of the most important a person can make in their financial lives, and buying a life insurance policy can be one of the more difficult things a person does. Why? Because life insurance is a complex financial instrument full of many different moving parts that people need to be able to understand.

Determining Your Risk Tolerance

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important objectives.

Getting the Most from Your 410(k) Plan

401(k) plans were established by Congress to encourage individual savings towards retirement. Offered through employers, the plans are generally available to eligible employees who are allowed to contribute a percent of their salary to the plan.

Term Life vs Whole Life Insurance

When the decision to buy life insurance is finally made it brings a sense of relief and comfort to most, until they begin the agonizing process of deciding which kind of life insurance to buy. The choices are many, and the process can be daunting, however, it is made easier when you have at least a basic understanding of the difference between term life and whole life.

Term Life vs Whole Life Insurance

When the decision to buy life insurance is finally made it brings a sense of relief and comfort to most, until they begin the agonizing process of deciding which kind of life insurance to buy. The choices are many, and the process can be daunting, however, it is made easier when you have at least a basic understanding of the difference between term life and whole life.

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

Asset Allocation = Risk Allocation

While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally s is not likely to make people forget the carnage left behind in their 401(k) s and stock portfolios after one of the worst market declines in our history.

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