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Contact: Brian East, CFP®Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
How much will it cost to pay off a loan over its lifetime?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.