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Wright Insights

Roth IRA Tax Planning Strategy

Roth IRA Tax Planning Strategy

As a high-earning professional, you’re likely paying a lot in taxes, probably in the neighborhood of 35 to 37% of your earned income. And you’re probably being prudent about your

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Should I Hold any Chinese Assets in My Portfolio?

Should I Hold any Chinese Assets in My Portfolio?

We’re global investors. Central to the idea of a diversified portfolio is exposure to global markets, because markets, and the assets within them, tend to balance each other out.

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Should I Invest in ETFs or Mutual Funds?

Should I Invest in ETFs or Mutual Funds?

When it comes to gaining exposure to different industries, markets, and commodities, investors have 1000s of options. The two types of investments most commonly owned are ETFs

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Q3 2021: Rethinking the 60/40 portfolio

Q3 2021: Rethinking the 60/40 portfolio

The quintessential portfolio is “The 60/40”. It’s a portfolio that consists of 60% stocks and 40% bonds, or more specifically, 60% S&P 500 and 40% 5-Year U.S. Treasury Bonds.

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Sequence of Returns Risk

Sequence of Returns Risk

Sequence of returns is having a good start or a bad start for your portfolio, over a given time period. And it matters tremendously when cash is going out of your portfolio

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When Market Volatility Strikes

When Market Volatility Strikes

It’s hard to believe that 18 months ago, we were in the midst of one of the fastest dropping markets in history. The market volatility was extreme. Does anyone still remember it?

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Our articles are all educational and designed to simplify the the latest investing and planning topics.
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