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     Many investors nearing retirement are taking risks that they are unaware that they are taking.  I would like[...]
Is it Time for an Investment Risk Check-up?
     Do you understand how risk is being managed in your investment portfolio? It has been my experience that[...]
The Tale of Two Investors
     Right now, we are coming off one of the longest periods of stock market growth. The past couple[...]
Is the Roth IRA the “Swiss Army Knife” of Saving?
So, you have a few hundred dollars to save but you are not sure what to do.  You have been[...]
SELF-DIRECTED BROKERAGE ACCOUNTS
If you are like many individuals, you are probably saving for your retirement through one type of retirement plan or[...]

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