What to do with your Old Employer Plans [video]
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So you've moved jobs a few times, you have a bunch of old employer plans, and you don't know what to do with them. Here are your options.
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Financial Blog For Busy Professionals & Impact Investors
4 Pictures for when Markets Start Swinging
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The stock market is cyclical and subject to periods of volatility. While being told to ‘stick with your long-term investment strategy’ is simple advice, it isn’t always easy. I love incorporating these 4 pictures into meetings – here’s why.
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Read MoreWhy do stocks split?
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Read MoreWhat to expect during the Discovery Meeting
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We just finished our initial call and you decide to move forward. This is what happens next.
Read MoreManaging Capital Gain Distributions
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"My mutual fund lost money and I didn’t sell any shares. Why do I still have to pay tax on capital gain distributions?" Here's why.
Read MoreShould you invest in Bitcoin? You may be surprised by my answer.
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Google is the leading search engine today, but before Google, there was Excite, Lycos, and many more that did not catch on. Given that perspective, it is reasonable to assume that many of today's cryptocurrencies will not last another 10 years, falling by the wayside to a single cryptocurrency that hasn't been invented yet.
Read MoreCurrent Economic Outlook and Your Portfolio: It is Time for a Check-Up
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