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How to Handle the Market’s Volatility
(Main Content/blog)
... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments. ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
Where should you invest your money? Right now, that's a far from a simple question. If you have new cash to put to work, or if you're ready to take some profits on existing investments and reallocate ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... to get in touch with us if you'd like to discuss your investments. ...
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When Will Stocks Rise Again?
(Main Content/blog)
... they are more likely to fall. There will be more good opportunities down the road, but for now, patience is a virtue. Don't hesitate to get in touch with us if you'd like to discuss your investments. ...
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How to Invest for Inflation
(Main Content/blog)
... from high-flying growth stocks and toward value investments. That doesn’t mean you should get out of the market altogether; doing so is almost always a mistake because no one can predict ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... you're afraid of the tax bill. A big pullback could wipe out much more than you'd likely owe in taxes. And as you review your investments, you might even find that you're closer than you anticipated to ...
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The Stock Market Rotation is Here
(Main Content/blog)
... are critical. Please don't hesitate to reach out to us if you'd like to review your investments. ...
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What to Know About the Short-Squeeze Trend
(Main Content/blog)
... My strong advice is to not swim in shark-infested waters. If you're serious about building wealth in the stock market, make long-term investments based on stocks' fundamentals, such as revenue, debt, ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... key then will be knowing what to buy and when to buy it. If you’d like to discuss your investments, please don’t hesitate to get in touch. ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... investment, even if the purpose is to reallocate that money into other investments, triggers capital gains taxes. Rather than selling, consider donating appreciated stock to charity or gifting shares. ...
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Vaccine News Shakes Up the Market
(Main Content/blog)
... health crisis. But what does that news mean for your investments? If you've loaded up on stay-at-home stocks—such as e-commerce, teleconferencing and streaming entertainment companies—it may be time to ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... earning capital gains above $1 million per year. Long-term capital gains — the sale proceeds from stocks, bonds, mutual funds, real estate and other investments that are owned for more than a year — ...
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What the Elections Mean for Your Investments
(Main Content/blog)
... Please don't hesitate to contact me if you'd like to review your investments. ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... debt stay in business and make a profit. I'd even look at airlines here, not as long-term investments but as short-term, opportunistic plays. Southwest Airlines stock, for example, has lost more almost ...
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Be Very Careful Here
(Main Content/blog)
... buying at current prices. And when buying opportunities arise, be ready. Please don't hesitate to contact me if you'd like to discuss your investments. ...
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Fear Means Opportunity
(Main Content/blog)
... to buy, and when. Please don't hesitate to contact us if you'd like to discuss your investments. ...
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What to Do Now
(Main Content/blog)
... hesitate to contact is if you'd like to discuss your investments. ...
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What the Coronavirus Means for Investors
(Main Content/blog)
... points on January 31 amid fears that the Chinese slowdown would affect U.S. businesses. How concerned should you be about your investments? For the long term, not very. Wall Street analysts estimate ...
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Iran Tensions and Your Investments
(Main Content/blog)
... your holdings, and to reconsider investments that might have too much exposure to geopolitical risks. ...
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How to Lose Money in the Stock Market
(Main Content/blog)
... Those who pull their money from stocks and put it into cash or more-conservative investments often do so too early. And they are often gun shy about jumping back in to stocks, even as a recovery has begun. ...