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The Hidden Danger of Index Funds

05.10.2018

  • #Investing

The Hidden Danger of Index Funds

You’re not as diversified as you think when you buy an index fund.  Why? Because the S&P 500 index and other funds like it are market-weight index funds, meaning the largest companies make…
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Retirement Roundup | May 2018

05.05.2018

  • #Retirement

Retirement Roundup | May 2018

In this month's Retirement Roundup, we've curated our favorite articles from around the web to help you plan for and live successfully in retirement! Most of the articles are focused on your money…
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Why you should invest in your Roth 401k (and why the conventional advice about the Roth is WRONG)!

04.26.2018

  • #401k
  • #Roth

Why you should invest in your Roth 401k (and why the conventional advice about the Roth is WRONG)!

In today's video blog, we're talking about why you should contribute to your Roth 401k (even if you think your income is too high) and why the conventional advice on Roth 401(k)s has…
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Newsletter | April 2018 | Taxes, tariffs, & bitcoin

04.13.2018

  • #Newsletters

Newsletter | April 2018 | Taxes, tariffs, & bitcoin

Taxes, tariffs, & bitcoin… We separate the relevant from the noise, to bring you timely content that impacts your investment portfolio and your retirement! This month’s newsletter starts off with a discussion of…
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Spooked by the stock market?

03.27.2018

  • #Investing

Spooked by the stock market?

>>> Full Video Here <<< Wall Street Journal Weekend Edition (March 24-25, 2018) says, “Stocks sink to worst week in years!” In today’s video, founder and president, David Wilson, talks about three reasons…
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