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The Basics of Individual Retirement Accounts (IRAs)

Investing

Retirement Accounts Offer a Tax-Deferred Advantage In a taxable account, the investor is taxed on interest, dividends and capital gains, which eats away at the compounding potential of that account. However, in a tax-deferred account, these payouts and gains are not taxed until the individual takes a distribution. Retirement...

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The Stock Picker’s Instruction Manual

Investing

I’m hearing in the financial press that nowadays you have to be a stock picker and you can’t just ride the wave of the market anymore using indexes because markets are overvalued and the free lunch is over. So now you need the expertise of professionals and know where...

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What John Melloy Taught Us About Warren Buffett

Investing

Earlier this month, CNBC’s John Melloy wrote an insightful article1 about the lesson Warren Buffett learned after buying his first stock. His article really goes to the heart of what I wanted to write about in this month’s blog because so often, I’m asked about where the markets are...

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An End of Year Financial Checklist

Personal Finance

As 2018 draws to a close, many of us are occupied with holiday planning, travel, and getting ready for the New Year. While December is a hectic time for many, it is important to take the time to get your financial house in order and be prepared for 2019....

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How I Think About Researching Stocks (40 Examples)

Investing

When researching stocks, I look for businesses that can grow their economic book value over long periods of time and throughout the business cycle. For a review and definition of economic book value (EBV), please refer to my previous blog, “Do You Know The Economic Book Value (EBV) of...

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