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IRA, Social Security, income tax, and all things financial

Nov 25th, 2024 by jblankenship. Photo credit: jb Qualified Retirement Plans (QRPs), which include 401(k), 403(b) and many other employer-based plans, are governed by federal law...
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Is Hold = Buy ? A Perennial Debate –

Model Portfolio vs Customized Portfolio In the investing world, there are two schools of thought – one which believes there are only two states for...
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Letter to A Young Investor #5: You Stand Alone

I am writing this series of letters on the art of investing, addressed to a young investor, with the aim to provide timeless wisdom...
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The Wertheimer family office: Mousse Partners

List of the 900 largest Single Family Offices Europe Rated 4.63 out of 5 ...
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IRA, Social Security, income tax, and all things financial

Jul 1st, 2024 by jblankenship. Image by @dino via Flickr If you have an IRA that includes contributions that are both pre-tax and post-tax (deductible and...
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Weekend Stock Market Outlook – August 18 2024

Stock Market Outlook entering the Week of August 18th = Uptrend ADX Directional Indicators: Uptrend On Balance Volume Indicator: Uptrend Institutional Activity (Price & Volume): Uptrend ANALYSISThe stock...
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Ranking: Top 8 Family Offices in Munich

Munich has emerged as a family office hub due to its strong economic foundations and thriving business sectors. With a history rooted in industrial...
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IRA, Social Security, income tax, and all things financial

Photo credit: jb With all the talk about how Social Security is running out of money (or will be, currently projected at 2035), one of...
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