Financial Perspectives

Financial Perspectives

Admin Staff - Susan Inglis

Michael Dubis

Admin Staff - Susan Inglis

You're probably underestimating your vacation budget

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Build your financial plan with strategies, not stories

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Grasshoppers v. ants, and tax reform

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Known vs. unknown and deep vs. shallow risks

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Prepping doesn’t mean ‘end of world’; it means being prepared for Harvey-like events

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Book recommendations for a personally and financially successful 2017

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Year-end tax ideas — be careful about speculating on Trump’s policies

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Some initial thoughts on a possible low-return investment environment

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Do you have an investment philosophy?

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Market insights from the surprise Brexit vote

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When does indexing investments require caution?

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The world didn’t end in the first quarter of 2016

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What 'might' be driving this bear market, and what can you actually do about it

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Don’t make these financial mistakes in 2016

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Social Security changes are coming soon — you may need to plan now!

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Protecting your human capital

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Building a sound investment strategy

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Financial planning should drive the investment plan, not the other way around

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Life insurance rules of thumb usually don’t apply to real life

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Back to basics: To hit retirement goals, start saving a large percentage of gross income

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The long-term case for emerging markets

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How did I do on my investment predictions for 2014?

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