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The taxation of financial transactions is an often-misunderstood topic. The root cause of this lack of understanding is in large part due to the complexity of the tax code, the different types of transactions that occur in investment accounts, and the different types of investment...

The news has been awash the past couple days with scary headlines about the inverted yield curve. A yield curve is a graphical representation showing the yield (the expected return) an investor gets by purchasing bonds that mature at different dates in the future. Under...

Many teens are starting to lock down their summer jobs. For some, it will be their first-time earning money outside of chores around the house and this is a great opportunity to teach a few valuable lessons about money. Budgeting, saving, and investing are three...

A few weeks ago, I met with an accounting professional. We were discussing business and talking about additional ways we add value for our clients. I mentioned that we had recommended umbrella policies to every one of our planning clients over the past year because...

Despite life insurance being widely used, many misconceptions remain. Most people do not know what type of policy is right for them or when in their lives they will need coverage. This article explains everything you need to know about the basics of life insurance....