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Stay Invested to Capture the Best Days

At the beginning of 2020 with the coronavirus pandemic essentially shutting down the economy, the stock market experienced extreme volatility. In March, the S&P 500 Index had two of its worst days since 2008 but was quickly followed by its best day since 2008. What should long-term investors do in times like these? The key…

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Tips & Checklists for Your Move Out-of-State – Don’t Leave Home Without It

Moving into a new home takes a tremendous amount of time, energy and, if done right, planning. I can speak firsthand to this as I recently moved from the east coast to the west coast within the last month. Baltimore, Maryland to San Jose, California to be exact. This wasn’t my first out-of-state move but…

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How Fast Can Your Money Double in Value?

Mathematics is certainly not for everyone. But there is one mathematical rule that is easy to understand no matter what your professional specialty is and that is the Rule of 72. The Rule of 72 is a simplified way to determine how many years it will take your money to double in value based on…

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Investing In You

  Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…

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