Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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“Wealth is the ability to fully experience life.” – Henry David Thoreau
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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Where Do You Want Your Financial Roadmap To Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.