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Year-End Tax Optimization for Investors: A Guide to Smarter Savings

As we approach the end of the year, it is a crucial time for investors to take a close look at their portfolios and make smart decisions...

Nov 15, 20233 min read

The escalating confrontations between Hamas and Israel are causing understandable concern worldwide. A recent PBS/NPR survey revealed...

Oct 23, 20232 min read

In the ever-fluctuating world of finance, there's always an investment vehicle that stands out. Despite the recent wavering of...

Aug 23, 20231 min read

Judging by the recent absence of scary headlines, one might conclude that the banking crisis touched off by Silicon Valley Bank’s March...

Jul 24, 20234 min read

NEWS ALERT - U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...

Feb 15, 20234 min read

Energy stocks (represented by the S&P 500’s Energy subindex) rose in the six months ending November 20, 2022, despite a massive drop in...

Dec 8, 20223 min read

Critics of BlackRock are urging investors to avoid funds offered by the investment management firm, the world’s largest. This effort is...

Sep 30, 20225 min read

Every so often, on CNBC or in the Wall Street Journal, some investment luminary declares that it is time to get out of the market. The...

Sep 21, 20224 min read

On September 13, August's US Consumer Price Index (CPI) numbers were released. Inflation had been widely viewed as moderating, but the...

Sep 14, 20222 min read