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The Economic Impact of Tariffs: A Balanced Overview
What Are Tariffs? Tariffs are taxes or duties imposed by a government on imported goods. They serve various purposes, including protecting domestic industries, generating revenue, and addressing trade imbalances. Tariffs … Read more

Understanding The Step-Up Rule On Inherited Assets
One of the ways that Congress collects taxes from citizens is by taxing investments. You pay a tax when you sell a stock at a gain, for instance, which is … Read more

3 Savings Habits That Can Change Your Life
Why do some people seem so capable of saving for the long-term, while others struggle? Is it in your DNA, your upbringing, or something else? Your demeanor is a big … Read more

5 Mistakes New Investors Make And How To Avoid Them
Learning to ride a bike when you are young comes with some risk at first. You could fall and get hurt, ride into a tree or worse. Yet once you … Read more

Stressed by the Markets? Keep More Cash On Hand
Whether this is your first bear market or your fifth (who’s counting?), it can be very stressful to watch your retirement plan balance drop like a rock in a week … Read more

Investor Basics: What Are Earnings?
Every three months all of Wall Street seems to be frozen in place, awaiting the coming wave of corporate earnings. Stocks often stand still until the numbers come out, then … Read more

Warren Buffett: Shares Essential Keys To Successful Investing
Warren Buffett, the iconic multi-billionaire, is known for a lot of things. His folksy media appearances, simple taste in food (cherry Cokes are a favorite) and an absolutely mind-boggling ability … Read more

Is the Diversified Portfolio Model Dead, or Merely Resting?
Is the Diversified Portfolio Model Dead, or Merely Resting? Jeremy Siegel, the Wharton professor most famous for writing the investment classic Stocks for the Long Run, recently claimed the following: “We believe … Read more

A Bear Market Can Be a Glass Half-Full
Is the glass half-full or half-empty? The question is usually asked to gauge a given respondent’s relative optimism (“It’s half-full, of course!”) or pessimism (“Half-empty, naturally…”). It’s the same glass. … Read more

Nobody Rings a Bell at Market Tops…or Bottoms
Anyone who invests in stocks understands that volatility is part of the game. Stocks go up in value and they also go down. Now bond investors are getting a taste … Read more