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Politics and Your Portfolio: Why Diversification is Your Best Defense

Politics and Your Portfolio: Why Diversification is Your Best Defense

In the wake of U.S. elections, emotions often run high — especially when it comes...

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Kick-Start Your Child’s Retirement Savings by Rolling Over Unused NYS 529 Plan Assets

Kick-Start Your Child’s Retirement Savings by Rolling Over Unused NYS 529 Plan Assets

With college costs increasing at a rate greater than inflation, investing within a 529 plan...

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Leveraging Investments for Charitable Donations

Leveraging Investments for Charitable Donations

Utilizing investment assets to fund charitable contributions allows investors to maximize their donations while simultaneously...

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Corporate Transparency Act – Filing Requirement

Corporate Transparency Act – Filing Requirement

The Corporate Transparency Act requires small and medium sized businesses created by filing paperwork with...

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Year-End Tax Planning

Year-End Tax Planning

While tax season is still several months away, year-end will be here before we know...

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Making the Case for International Exposure

Making the Case for International Exposure

“Why would I invest in anything other than the S&P 500 if it continues to...

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New Options for SUNY ORP at TIAA

New Options for SUNY ORP at TIAA

Starting July 23, 2024, TIAA is offering a new lifecycle fund program and an investment...

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Revisiting I-Bonds

Revisiting I-Bonds

I-Bonds were a fantastic investment opportunity in 2022 as inflation rates were the highest we...

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Inherited IRAs – IRS Issues Final Regulations

Inherited IRAs – IRS Issues Final Regulations

Prior to 2019, most beneficiaries of Inherited IRAs could stretch out Required Minimum Distributions (RMDs)...

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