Investing

Collision Course

I’ve said this before, but I’m going to say it again. We are conditioned to expect crashes in asset markets. After the tech bust in 2000, the Great Financial Crisis in 2008-2009 and the global pandemic last year, we’re more prone to feel the next crash is right around the corner. This is especially true …

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Investing

How Much Risk Should You Take?

Risk is a part of our every day lives. We encounter it in many different forms with health and financial risks probably being the biggest risks we face. We purchase insurance policies to help mitigate many of the risks we face, providing protection for ourselves and for our loved ones. Managing risk is a critical …

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Uncategorized

UTMAs and UGMAs

We discussed education planning in last week’s post. What if you don’t think your child is college material? Well, some of the planning tools mentioned above can be used for trade schools and other professional programs that aren’t university related. Other options exist that enable parents to save for their children’s future. The Uniform Gift to …

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Investing

Education Planning

Education Planning Most parents want to save money for their children’s future whether it be for college, a wedding, or a first-time home purchase. Many options exist with different pluses and minuses. A variety of education savings accounts and tax credits are available to assist parents in saving for and paying for their children’s education …

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