Is the growing role of robo-advisors the future of investment management?
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Should you be content with average market returns? Learn what may improve results...
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Use the ToolRafael is the Managing Director, Chief Compliance Officer, Co-Founder and an Investment...
Mark is the Co-Founder and an Investment Advisor Representative. He holds a B.S. from The...
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For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.
Your long-term goals and medical condition will dramatically impact the true cost of retirement. In the past, it was common for people to enter retirement facilities such as nursing homes when they were too old to care for themselves or their home.
Take 225 million monkeys, 225 million bananas and 225 million coins—add some basic rules — and you end up with one of the most noted investing theories of all time. It works like this: Each day, the monkeys flip the coins once, calling heads or tails. If the monkeys call it correctly, they win a banana from those who called wrong. The losers drop out, and the next day, all of the previous day’s banana winnings are put on the line.
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