U.S. Securities and Exchange Commission
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
By Andrew Rosen, CFP®, CEP Published
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6 Questions Your Financial Adviser Should be Asking
To effectively help you with your retirement strategy, a retirement professional must get a clear picture of what you have and what you need.
By Tyler Hill, Investment Adviser Representative Published
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Getting an Inheritance? Here Are 4 Things to Consider
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Bigger Isn't Always Better When It Comes to Financial Advice
Here's why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
By Megan Clark, Investment Adviser Representative Last updated
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Should You Buy the Mobileye Self-Driving Car IPO?
Mobileye filed for an IPO in late September, and shares of the Intel-owned firm are expected to start trading on Wednesday, Oct. 26.
By Will Ashworth Last updated
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Kim Kardashian's $1.3 Million Crypto Fine Is a Warning to Investors
Kim Kardashian didn't tell her instagram audience she was paid to promote a crypto token. Now, she'll pay a hefty fine.
By Kiplinger Staff Published
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Cryptocurrency: Stay In? Get Out? How to Decide?
cryptocurrency The whims of the cryptocurrency market are exposing some investors in uncomfortable ways. To avoid being caught in a compromising position, investors should follow these three sensible steps.
By Stephen P. Harbeck Published
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Finding the Right Financial Planner During a Recession
Financial Advisers Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be critical.
By Andrew Rosen, CFP®, CEP Published
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What You Need to Know About Mutual Fund Returns
mutual funds A guide to the many ways these popular investments measure their performance.
By Nellie S. Huang Published
mutual funds