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Market Commentary

How much do you need for retirement?

How much do you need for retirement?

Retirement planning. A primary goal for most of us is financial independence. That means the unfettered ability to do what we want, when we want, and how we want.

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September 30, 2020 Commentary

September 30, 2020 Commentary

Market Commentary2020 has been a wild year. We take a look at what has happened, what is happening and what may happen.

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Investment Philosophy: Active or Passive?

Investment Philosophy: Active or Passive?

Investment PhilosophyIn financial markets, the patient investor earns their returns from the impatient.

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Income Planning: Cash is King

Income Planning: Cash is King

Cash ManagementA different "Golden Rule": If you have the gold, you make the rules.

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Retirement Risk Tolerance

Retirement Risk Tolerance

Asset AllocationWhen entering retirement, it is important to be a risk manager.

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Roth IRA Conversions

Roth IRA Conversions

Tax PlanningIs converting to a Roth IRA a good idea? It depends.

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