Don’t Let Investing Myths Derail Your Success
For many, investing is a mysterious endeavor that can be comprehended only by experts. But that’s not actually the case; it’s actually not that complicated. But for many, a big obstacle to understanding investing – and to investing effectively – is a swirl of myths.
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How Joe Biden’s Tax Proposal Would Impact High Net Worth and High Income Individuals
As we enter the last month of the general election, we thought it would be important to review Joe Biden’s tax proposal and the impact it would have on many of our clients. While there are many parts to his tax proposal that have been laid out, this blog will focus on some of the most impactful areas to individuals.
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Seeking Better Alignment of your Money to your Goals? Try Values-Based Saving
Just like in values-based budgeting, values-based saving starts with defining your core values. There are many different resources that you can use to help define your core values; however, unlike values-based budgeting, values-based saving requires you to look forward rather than backward.
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Should I Buy My First Home in the Midst of a Global Pandemic?
Unlike the Great Recession of 2008, housing prices have not come plummeting down, and many predict they won’t. While prices may not be a particular bargain, borrowing to finance the purchase is. With interest rates hovering around historic lows, the cost to borrow is relatively cheap.
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