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Understanding Capital Gains
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...
Making the Most of a Financial Adviser’s Knowledge
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your head. When you have a...
Gaining Peace of Mind with a Financial Adviser
What keeps you up at night? What do you find yourself spending more time doing than you wish you had to? If the answer to either of those questions is related to money, you’re not alone. A recent Mind Over Money survey by Capital One and The Decision Lab reveals...
Achieving Continuity with a Financial Adviser
Life is filled with unexpected twists and turns. If there were no surprises, we could set one plan in place and there would never be any changes. But changes occur without notice, and the question is then how we will respond to the unanticipated. We all make excuses...