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Inheritance? Here’s Why Not to Pay Off Your Mortgage
Christie Whitney, CFP®We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot.
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More Americans own stocks. This is great for their financial future.
Christie Whitney, CFP®For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.
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What Investors Should Know About Money-Market Funds and CDs
Scott PuritzInvestors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.
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With the Odds on Their Side, They Still Couldn’t Beat the Market
Sonja Breeding CFP®, CCFCThe Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.
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The 60-40 Investment Strategy Is Back After Tanking Last Year
Scott PuritzWith the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.
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