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Finance

Tax Season Prep: Taxes and More

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the ...
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Career Coaching

It’s Not About “Who You Know” — It’s About Who Knows You!

I heard this twist on a familiar phrase at a meeting recently. The person who repeated it didn’t know where ...
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FinanceMarket Analysis

Market Analysis – February 2017 (with Fiduciary Rule comments)

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued ...
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FinanceMarket Analysis

Market Analysis – January 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that ...
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Finance

Where to Stash Your Cash

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule ...
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The Opening Bell

Don’t Pay Attention to Predictions

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. The year demonstrated why it is impossible ...
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Forrest Bell, CFP®
The Opening Bell

Life Insurance: What to Consider

In an August interview, investment consultant and founder of Greenwich Associates, Charles Ellis, talked about the power of marketing. To ...
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The Opening Bell

The Resolution Revolution

By the time you read this, the new year will be at least a couple of weeks old, and if ...
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BlogNews

The Resolution Revolution

By the time you read this, the new year will be at least a couple of weeks old, and if ...
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