December 2015 Monthly Insight: The Clouds Part

Bernard Baruch is not a household name, so a quick background is in order. He was a financier, a stock investor, a philanthropist, and an economic advisor to Presidents Woodrow Wilson and Franklin Roosevelt.  Baruch once quipped, “The main purpose of the stock market...

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June 2015 Monthly Insight: Savings vs. Investing

One of the important tenets of financial and retirement planning is to strategically match your upcoming liabilities (such as college funding, a second home purchase, or retirement income) to assets in your savings or investment accounts.  Notice we mention two types...

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