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Why Target Date Funds are BAD for your RETIREMENT PORTFOLIO

The quick fox jumped over the long log

Should you be concerned about the Ides of March?

The quick fox jumped over the long log

Here is a Simple Rules-Based Investment Strategy: The “Small Dogs Portfolio”

Well we are always on about using rules-based investment strategies and investing in the Dow Dogs is certainly one of those.  Also, its really simple! ...

5 retirement planning tips for tax clients

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How Much Does Your Employee Actually Cost?

Netus natus dicta nibh condimentum porta congue platea cras lacinia pretium, explicabo qui praesent duis minima hendrerit. Netus natus dicta nibh condimentum porta congue platea...

Large Data Sets in Financial Investigations

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Financial Statement Fraud: Revenue Overstatement

Netus natus dicta nibh condimentum porta congue platea cras lacinia pretium, explicabo qui praesent duis minima hendrerit. Netus natus dicta nibh condimentum porta congue platea...

Using Technical Analysis as a tool in a Rules-based Investment Strategy

   Using Technical Analysis as a tool in a Rules-based Investment Strategy A rules-based investment strategy acknowledges that the markets (and individual securities) make constant...

6 Key Considerations for a Business Owner Who Wants to Retire

Retiring; Exiting via Sale, Succession or Winding-Up. The proverbial question is always “How Much Do I Need To Retire On”? How Big of A Stack...

How Big is Your Stack?

Understanding what motivates your Investment Advisor With respect to accumulating Wealth, most people rely on advice from somewhere. Very few people invest successfully on their...

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