Deciding when to retire dictates the rest of your life.
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Donations—whether through direct cash, trusts, or assets—stem from something more than money.
As a financial advisor, I consider policies, not politics. And with President Trump elected to his second term, it was important to dive into his stated economic policy directions.
It’s hard to place exactly when the idea of owning individual stocks first appeared feasible to the everyday man. But it’s easy to see the appeal, especially when looking at the returns of game-changing companies.
Investors are entering a new market as the US economy continues towards a soft landing and the Federal Reserve aims to cut interest rates.
