Investments
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What You Need to Know to Invest in Peer-to-Peer Lending
This article was contributed by Hemila Pedram-Parsi, who is a copywriter and author. You can contact her at hemilapedram@gmail.com Peer-to-Peer Lending, commonly referred to as P2PL, is exactly what it is: a person-to-person lending.…
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Love and Investments
I’ve always talked about the problem of falling in love with your investments and I’ve seen it all over the 20 plus years in my office – tears, marital fights, family arguments, etc.…
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Are You or Your Broker In Charge of Your Wealth?
In order to build wealth you need a good financial plan. Most people start by talking with a Financial Advisor or a Stock Broker. The most unfortunate thing that happens is that they ask…
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Municipal Bonds-Safe Haven or Risky Business?
I once practiced in an office building where a large legal firm was right next door. A few times I would have casual conversation with the attorneys. I remember one in particular who…
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To Build Wealth You Need to get Returns that will Meet your Goals
To build wealth you need to get the real return that you need to meet your goals. If you have done a capital needs analysis to figure out what rate of return you…
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Fee-Based Advisors Use ETFs to Build Wealth
Here is a great article on the rationale for why fee-based advisors use ETFs (Exchange Traded Funds) to build wealth for their clients. I started in the business using load mutual funds in…
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Women and Money-You Weren’t Born to Shop; How Your Money Personality affects Your Bank Account
Here is an interview with Cathy Curtis CFP of Curtis Financial Planning in Oakland, CA. Cathy is a fellow NAPFA member, and fee-only financial advisor who specializes in helping women with their finances.…
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Do-It-Yourself Financial Plan Step#5 Investing
Investing is the 5th step of 7 in a do it yourself financial plan. Most people don’t understand that to build wealth you have to invest. A combination of saving and investing is…
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Target Date Funds-Why Invest in Them?
I am not a big fan of target date funds. But my colleague, Roger Wohlner, has done a great job of discussing them here: Fidelity is one of the largest providers of 401(k)…
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Get High Interest on Your Cash
Cash is king right now. With people losing their jobs and the markets in negative territory, everyone is loading up on cash and I think that is the right thing to do. If…