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Our Articles

Should Planners Bypass The Bypass Trust?
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The new unified credit changes for estate planning in 2013 have once again changed when you should have provisions for a bypass trust.

Do We Have a Right to Health Care?
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The Affordable Care Act encourages everyone to get health care insurance by punishing those who don’t. Proponents of Obamacare justify this saying that health care is a human right. But is it?

July 2013 Asset Class Returns
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Here is how representative ETFs from each of the six asset classes did in July 2013.

Financial Smorgasbord: Carnival #14
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This week we have a smorgasbord of ideas for everything from tips for building an emergency fund from scratch to financial tweets to writing engaging website pages.

The Only Right Answer To “Debit or Credit?”
with 1 Comment

“Debit or Credit?” is a trick question. There is only one right answer and it’s not the one that benefits the store whose asking.

Thou Shalt Not Covet Thy Neighbor’s Tesla
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Since it is inevitable that each group of friends will represent a spectrum of financial capacity, healthy relationships require that all be prepared to manage these pressures.

Anatomy of a Scam
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There is no such thing as a sure thing, and if something sounds too good to be true, it is

Detroit’s Bankruptcy Doesn’t “Just Happen”
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Corporations go bankrupt for a wide variety of reasons, but there’s only one reason for municipalities.

How Do I Open an Investment Account? Part 2 -Things You Can Do Tomorrow
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Here’s a walk through of the account opening process at Vanguard.

Gold And Silver Stocks Down In 2Q 2013 Along With The Metals Themselves
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Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Real Estate Down Slightly During The Second Quarter
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Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

Energy Funds Slip Slightly in 2Q 2013
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Energy is one important components of the category of Resource Stocks.

The Cost Matters Hypothesis Wins Again
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Chasing historical returns or a so called star manager is a poor investment strategy.

Some European Markets Did Better Than Global Averages During Q2 2013
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In a reversal from past trends, some European markets did better than global averages.

Emerging Markets Down During Second Quarter 2013
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Those investments which go up the most when markets are rising often go down the most when markets are falling.

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