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Where to Invest in 2021

BY Kristin Castner, CFA IN Uncategorised
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Our 2021 Outlook is now available. Access our full Outlook to read more about our key investment themes for the coming year, including: • Why we think small cap stocks are likely to continue to outperform at this stage of the current economic recovery. • How further anticipated pressure on the U.S. dollar would benefit …

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Are You Leaving These Dollars on the Table?

BY Ed Jastrem IN Uncategorised
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Contributing $6,500-$7,500 a year more to the tax-deferred growth of your qualified retirement accounts could translate to an extra $250,000 – $300,000 in savings over 20 years. That’s assuming a modest 6% annualized return, and it doesn’t even take into consideration the tax savings that often come with retirement savings. How do you do it? …

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Solving the Spend vs. Save Dilemma

BY Kristin Castner, CFA IN Heritage Media Library
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Spent money can’t grow. In the book, Beyond the Basics – Maximizing, Allocating and Protecting Your Capital, author Sammy Azzouz, JD, CFP and President of Heritage Financial says: “Saving money is a more important skill than making it.” Why? Because compound growth – earning returns on your previous returns – is powerful. But wealth is …

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