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Don’t Pay Someone Else’s Taxes!

Capital gains are a good thing – we invest to earn a return. Capital gains distributions from mutual funds and exchange traded funds, though, create a potential tax liability for any investor receiving them. That's…

What Can Investors do with a Lump Sum?

One of the biggest challenges investors will face is the question of timing – "If I have a significant amount of cash, when is the best time to invest it?" Investing just before a market…

The Riskiest Time to Own Long Term Bonds

We believe that today could be the riskiest time ever to own long term bonds. Since the early 1980s, bond investors have been the primary beneficiaries of a trend that has been in the making…

Letting Go When They’re All Grown Up

It's always hard to say goodbye. It seems like yesterday they were so small, and over the years they've had their ups and downs. You've watched them mature and get stronger, and now they are…

How Will Stocks Vote?

With the presidential election coming up in November, many investors may view the outcome of the vote to be a momentous occasion that could affect the course of the stock market. Our view is that…

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