Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Why Staying Invested Is the Hardest, Smartest Choice Right NowScary headlines might prompt you to "do something" amid market volatility, but impulsive reactions are often the greatest risk to investment performance.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Concentrated Company Stock: Don't Wait Forever to DiversifyHolding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.
By Peter Newman, CFA
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Market Jitters? Tune out the News and Tune in to Your StrategyThe market's long-term performance is primarily driven by corporate earnings and economic growth. So when global tension rises, sticking to your strategy is key.
By Steven Conners
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Tax Season Is Almost Over, But Tax Planning Should Carry OnDon't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.
By Tim Dahlberg, CEP®
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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
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Are You Really on the Right Financial Track? How to Find OutIf you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.
By Pam Krueger
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know AboutLooking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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Does Your Retirement Plan Ignore Half of Your Net Worth?Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
