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Protect Your Heirs by Naming a Trust as IRA Beneficiary
By Mark FisselPosted on June 20th, 2018
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part […]
Learn MoreGoing Public: An IPO’s Market Debut May Not Live Up to the Hype
By Mark FisselPosted on June 20th, 2018
An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling […]
Learn MoreQuiz: Financial Facts That Might Surprise You
By Mark FisselPosted on June 20th, 2018
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to […]
Learn MoreDarkness in the Valley of Value
By Clint EdgingtonPosted on June 4th, 2018
Recently, I had the pleasure of hearing Kenneth French discuss creating the framework for evaluating factors. A factor is simply a characteristic that explains some […]
Learn MoreWhat is gross domestic product, and why is it important to investors?
By Mark FisselPosted on May 24th, 2018
GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value of goods and services used […]
Learn MoreInvesting to Save Time Boosts Happiness Returns
By Mark FisselPosted on May 24th, 2018
The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University […]
Learn MoreMarriage and Money: Taking a Team Approach to Retirement
By Mark FisselPosted on May 24th, 2018
Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In […]
Learn MoreA Parent-Child Conversation About College Costs
By Mark FisselPosted on May 24th, 2018
If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about […]
Learn MoreManaging Money When You Marry: Financial Tips for Newlyweds
By Mark FisselPosted on May 24th, 2018
Getting married is an exciting time for a couple. However, along with this excitement come many challenges. One such challenge is how to manage your […]
Learn MorePick Your Plastic: Debit or Credit?
By Mark FisselPosted on May 24th, 2018
According to a Federal Reserve study, Americans use debit cards more often than credit cards, but the total value and the average value of credit […]
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