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The Month Ahead — May Economic and Market Review

Whatever it takes “Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough.” Wait, did Fed Chief Jerome Powell really say that? No, he didn’t, but the Federal Reserve’s (The Fed’s) actions seem to have said it for him.  Given the sp …

The Week Ahead — 4 Key Financial Lessons From The Last Recession

By Michael Gold, CFP®, MBA Founder and CEO, Wealth Advisor What do you remember from the last recession, the economic crash in 2007/2008? We all know we can learn from the past and the financial mistakes we have made, but there are also encouraging aspects we should remember as well. Let us …

The Week Ahead — How To Manage Your Finances In A Crisis

By Michael Gold, CFP®, MBA Founder and CEO, Wealth Advisor No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be ca …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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