Where to Invest in 2021

BY Kristin Castner, CFA IN Uncategorised

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

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

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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