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After the Wedding Bells: Exploring the Financial Benefits of Marriage

After the Wedding Bells: Exploring the Financial Benefits of Marriage

Flowers are blooming, birds are chirping, and love is in the air, which means spring—and prime wedding season—is upon us. Couples are not only planning their weddings but are also looking ahead toward the rest of their lives together—including the potential financial perks to getting married. Before the “I do.” There’s a lot that goes into planning a ...

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Investor Movement Index (IMX) for March 2017
April 10, 2017

Investor Movement Index (IMX) for March 2017

Even with markets close to all-time highs, the bulls keep beating back the bears as retail investors continued buying equities.

Fine-Print Focus: A Deeper Earnings Dive for Long-Term Investors
April 3, 2017

Fine-Print Focus: A Deeper Earnings Dive for Long-Term Investors

If you’re a long-term investor, it’s tempting to stay above the earnings fray. Quarterly reports from individual companies can sometimes confuse, and investors who ...

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What Happens to Bonds When Interest Rates Rise?
March 30, 2017

What Happens to Bonds When Interest Rates Rise?

As an investor, it’s important to have an understanding of the relationship between bonds and interest rates. After all, the bond market is by far the largest securities...

What You Need To Know as We Race Toward Q1 Earnings Season
March 29, 2017

What You Need To Know as We Race Toward Q1 Earnings Season

Fasten your seat belt; first-quarter 2017 earnings season unofficially starts during the week of April 10. The stock market has been on somewhat of a tear in recent ...

No Free Lunch with Municipal Bonds, But Here’s a Coupon for You
March 27, 2017

No Free Lunch with Municipal Bonds, But Here’s a Coupon for You

“There’s no free lunch on Wall Street,” or so the saying goes. Perhaps a more accurate, though less concise version of that saying might be, “there’s no free lunch ..."

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Aerospace, Defense Sectors: Gathering Steam From Trump Budget?
March 22, 2017

Aerospace, Defense Sectors: Gathering Steam From Trump Budget?

With every new White House, there are new policies and priorities. President Trump laid out his ...

Clocking In and Out: Trying to Time the Market? There May Be Ways
March 16, 2017

Clocking In and Out: Trying to Time the Market? There May Be Ways

Who says you can’t time the market? Actually, a lot of people, including experienced financial advisors. “Timing the market is very difficult. Everyone can get lucky ...

International Consumer Staples: Local, Global and Points In-Between
March 15, 2017

International Consumer Staples: Local, Global and Points In-Between

How might the global political landscape affect the consumer staples sector and ETFs that concentrate on the sector? For a sector with which most of us ...

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Make the Most of Your Tax Refund with These 5 Tips
March 13, 2017

Make the Most of Your Tax Refund with These 5 Tips

Are you expecting to get a tax refund this year? According to a March 2017 Investor Pulse Survey conducted on behalf of TD Ameritrade, 58% of ...

Robo Advisors: The Future of Finance
March 13, 2017

Robo Advisors: The Future of Finance

With technology increasingly seeping into every aspect of our day-to-day lives, it should come as no surprise that it is also playing an increasingly greater ...

IRA Oops Moment: Crunch Your Net Income Attributable
March 13, 2017

IRA Oops Moment: Crunch Your Net Income Attributable

If you find yourself needing to remove part or all of an Individual Retirement Account (IRA) contribution to avoid a tax penalty, there is a way. As we learned in ...

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Big Purchase on the Horizon? Think Short-Term
March 9, 2017

Big Purchase on the Horizon? Think Short-Term

Whether you’re a young investor starting out, or a more seasoned investor saving for the kids' college or your own retirement, it’s important to understand how ...

Just Add Water? Investing in Growth Funds for Risk and Reward
March 8, 2017

Just Add Water? Investing in Growth Funds for Risk and Reward

A well-balanced investment portfolio is diversified across various asset classes, and many investment consultants recommend placing a considerable chunk of that ...

Caution to the Wind…and Solar, Hydro and Geothermal?
March 8, 2017

Caution to the Wind…and Solar, Hydro and Geothermal?

If you’re like many investors, you’re on the lookout for that “next big thing.” And if you’re also concerned about the environment and have an interest in responsible ...

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How Rising Interest Rates Could Impact Markets
March 8, 2017

How Rising Interest Rates Could Impact Markets

If there’s one thing the markets have taught us over the years it’s to expect the unexpected. That’s certainly been the case lately with the potential market impacts...

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