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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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Denver
Finding a Denver Financial Advisor Who Meets Your Needs
Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.
November 30, 2023
Texas
The Pros and Cons of Retiring in San Antonio, Texas
If your retirement dreams involve sunshine, margaritas, and spending time outside, San Antonio, Texas, may be the spot for you. And why not? There’s a lot to love about an
November 30, 2023
Dallas
Retiring in Fort Worth
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town
November 30, 2023
Retirement Planning
Social Security Retirement: Changes for 2024
The Social Security Trust Fund needs more reserves due to a lower worker-to-beneficiary ratio caused by demographic changes. Congress needs to take action to prevent the trust fund reserves from being exhausted by 2035. Otherwise, a 24% reduction in benefits starting from 2024 is expected. Here are some of the changes forecasted.
November 29, 2023
Taxes
Tips for Capital Gains Tax Planning
Remember, the key is not only about how much your investments earn but also how much you keep after taxes. Start planning ahead for capital gains tax with these four key concepts.
November 27, 2023
Atlanta
Atlanta Financial Advisor vs. Fiduciary: What’s the Difference?
Handing over your financial information and interests to a team of advisors is a big decision. You want to know that your best interests are for and your team is
November 22, 2023