Below I will share some thoughts for consideration. One needs to ask if college is really going to...
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How to Spot a Bottom!
Brian Tillotson
August 1, 2022
“It is tough to make predictions, especially about the future.” Yogi Berra A question I get a lot is if . . .
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Tax Planning – It Makes a Difference!
Karen Spence
July 28, 2022
Does your CPA do more than your taxes? Tax planning is imperative. Doing your taxes after the fact doesn’t do . . .
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Dealing With Market Volatility
Karen Spence
July 18, 2022
There’s no question about it: markets have been volatile lately, and with ongoing inflation, rising interest rates, and geopolitical uncertainties, . . .
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The Top 10 Rules of Building Wealth
Brian Tillotson
July 7, 2022
“We must all suffer from one of two pains: the pain of discipline or the pain of regret. The difference . . .
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COVID and College Planning – Are you prepared?
Karen Spence
May 3, 2022
Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
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Should You Own Bonds? (Part 2)
Brian Tillotson
May 2, 2022
As stated in Part 1 of this article, it depends. Same answer as before! In Part 1 of this series, . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?
Charles R. Elhoff, Jr
April 25, 2022
We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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Should You Own Bonds? (Part 1)
Brian Tillotson
April 25, 2022
Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .
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SALARIES, COMMISSIONS, FEES…WHY?
Charles R. Elhoff, Jr
April 1, 2022
So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops
Charles R. Elhoff, Jr
March 16, 2022
We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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