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March 24, 2021
Celebrating Women’s History Month with Hetty

Hetty Green was easily the richest woman in the world during her lifetime. This article takes a look at her life and investing philosophy.

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March 19, 2021
Tax Day for Individuals is Extended to May 17th

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17th, giving individuals and businesses another month to file and then pay the government what they owe. Should you delay or not?

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March 16, 2021
Focusing on Your Finances

Each year, strive to increase your net worth and keep your expenditures under control. This article gives you a couple of easy to create budget tools that demonstrate where you are today and can help you make important financial comparisons in the future.

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March 8, 2021
Tips for Women to Build Financial Independence

Every woman needs to balance her financial past with her financial future. Here are some tips to help you with the management of your personal finances so you can look towards the future and start building financial independence.

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March 2, 2021
10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They can help themselves over the long term by avoiding several key errors. Here are the 10 most common millennial money mistakes as observed by a wealth advisor.

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February 14, 2021
A Valentine's Day Couple - Susanna and Jason

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]

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February 9, 2021
Understanding the History of the January Effect

Can the monthly performance for January predict the rest of 2021?The January Effect is not just a Wall Street myth as several prominent studies have confirmed its existence.

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February 2, 2021
Punxsutawney Phil and the Shadow of 2021

Winter might be six weeks longer, but it might be better to spring clean your investments now, rather than waiting until spring.

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January 22, 2021
How To Keep All Your Financial Accounts & Assets Neatly Organized

Don’t let disorganization become one of your biggest money problems.

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January 6, 2021
Your 2021 New Year’s (Financial) Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a handy to-do list for every month to cultivate better financial health.

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