Milestone Ages – 55
Age Based Planning
Oct 16, 2024
You turned 50, blinked, and now you’re 55. Another reminder that retirement is getting closer and another age that...
Investment Management
Mar 20, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Mar 20, 2020
“I hate annuities!” That quote is the beginning of a commercial by self-proclaimed legendary investor, Ken Fisher. I’m not...
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Tax Planning
Mar 20, 2020
Tax Planning
By: Christopher D. Ross, CFP®
Mar 20, 2020
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS)...
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Investment Management
Mar 18, 2020
Investment Management
By: Christopher D. Ross, CFP®
Mar 18, 2020
Less than a month ago markets were at a record high, as strong data on the US economy showed...
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News & Commentary
Mar 16, 2020
News & Commentary
Mar 16, 2020
As market volatility and global economics continue to be unpredictable, I will occasionally share some market perspective and commentary...
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News & Commentary
Mar 13, 2020
News & Commentary
By: Christopher D. Ross, CFP®
Mar 13, 2020
The markets have been roiled this week, falling by more than 20% and ending the longest bull market on...
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News & Commentary
Mar 12, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Mar 12, 2020
Well, if we can sum up the past couple of weeks in one word, “Wow” would probably be appropriate. ...
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