Understanding Taxable Brokerage Accounts

Finally, your financial outlook and choices are matching your goals. You are determined to continue to create financial stability and build personal wealth. You are maxing out your match on your employer sponsored retirement account. You have opened an IRA, Roth, or both and have started monthly contributions. You have your savings accounts looking great…

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Investing During Periods of Inflation

Investing During Periods of Inflation What does inflation mean for your investments?     In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2%…

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The Cost of Procrastination

The Cost of Procrastination Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.   “Are you aware the registration on your…

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