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Seven Questions to Ask Before Investing
Subscribe to our weekly blog We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people don’t know about the seven deadly questions, involving your investments. There are seven questions that one must answer before beginning to have peace of mind…
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Why Should you be Invested Internationally?
Today I would like to tackle the answer to the question, why should I be invested internationally? This question has been asked by investors more frequently after the horrible year international stocks had in 2014. So lets look at the data and see if there is any reason to keep international stocks in your portfolio.…
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Main Street Money Quotes
I hate to get personal on the investing blog, but things have been crazy around our office. My wife just had our first baby a week ago, and we have a business trip to Scottsdale all week. For the blog, I have decided to keep it short and post some quotes from Mark Matson, Founder…
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Tax Time IRA Answers
It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s. Contributions to IRA’s can help you in many different ways at tax time. They can lower your taxable income dollar for dollar to reduce your tax burden, or even increase your refund.…
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2014 Returns: The Market is Up and I am Not
Statements are out and there is a lot of confusion about why account values are flat for the year when it seems the market was up. Matson Money sends out a market update with each quarterly statement and there is some great explanation of this in it. Matson Quarterly Report “In 2014 investors have been…
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Investing in a Roth as Part of College Education Planning
A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education Planning doesn’t have to be complicated, especially with the guidance of a respected…
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What are the Hidden Fees associated with Annuities?
It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s article on getting to the bottom of hidden annuity fees. What are some of the fees carried by a popular annuity choice among investors, namely…