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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, September 25, 2020

Tax-Loss Harvesting A useful year-end move to counteract capital gains. Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what...

Tuesday, September 22, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger...

Tuesday, September 15, 2020

If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according...

Thursday, September 10, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on: 529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college! When to review your...

Wednesday, September 9, 2020

The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp....

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Wednesday, August 26, 2020

You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax-free as long as the owner abides by the Internal Revenue Service (IRS) rules, and withdrawals are federally tax-free...