Our periodic update on all things of interest to our clients. Click the date to read any issue.
by Mark Schupbach
We are living in volatile times. Economics, politics, investing, even the weather is changing more rapidly and less predictably than ever before. Some investors and their financial advisors are stymied by this overwhelming uncertainty. They are often frozen in place with investment tools and tactics that are no longer successful.
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by Mark Schupbach.
Your team at The Center for Personal Finance is evaluating a strategic move in our investing approach. This is not a change in philosophy or basic strategy, but a shift in tactics that is designed to help our clients continue to reach their financial goals even in today's uncertain investing environment.
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NCAA Basketball and Income Taxes
by Mark Schupbach.
Two forms of hyperactivity overtake The Center for Personal Finance staff every March: NCAA basketball and preparation for our clients' income tax filing deadline on April 15.
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Why, How and What to watch in the upcoming debates.
Social Security reform has taken over the Center Ring of that three-ring circus known as Washington, DC.
The acrobatics will astound us as some of our elected representatives change position and direction with the ease of trapeze artists flying in the Big Top. And I'm sure the noise will reach painful decibels as political charges and counter-charges are detonated in television interviews and newspaper headlines.
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Rip and Rita Van Winkle Read More...
A Shift in Investment Tactics Read More...
March Double Madness Read More...
Social Security Read More...
The Future of the Dollar Read More...
A Look Back and Ahead Read More...
Thoughts After The Election Read More...