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Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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