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Thinking Through Cryptocurrencies | Part 2

Thinking Through Cryptocurrencies | Part 2

It seems like everyone nowadays is talking about cryptocurrencies. Whether it’s the proselytizers on CNBC or the techie next door, it feels as if everyone is either talking about or buying into this next big thing. Learn more about this hot topic in the second installment of this three-part series.

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Saving for College? Here are 5 Accounts You Can Start Using Now

Saving for College? Here are 5 Accounts You Can Start Using Now

It’s true what people say about having kids: the days are long, but the years are short. When it’s time to send your child off to college, you may feel sentimental, but there’s no need to feel unprepared. With so many options to save for your child’s future, you’ll be able to find the one for you.

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Thinking Through Cryptocurrencies | Part 1

Thinking Through Cryptocurrencies | Part 1

It seems like everyone nowadays is talking about cryptocurrencies. Whether it’s the proselytizers on CNBC or the techie next door, it feels as if everyone is either talking about or buying into this next big thing. Learn more about this hot topic in the first installment of this three-part series.

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The Role of Bonds

The Role of Bonds

The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.

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Navigating Healthcare Options

Navigating Healthcare Options

One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.

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Why Diversification Matters

Why Diversification Matters

Wealth can be built with concentration, but it should be protected with diversification. Discover why a realistic investment philosophy should be built with planning at its core.

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