What Type of Investor Are You?

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…

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What Is Evidence-Based Investing?

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care.1 In the investing…

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Considerations for Retiring Couples

Retirement is another chapter in your life; one that requires not only planning but day-to-day maintenance once you get there. And if you have a partner in life, it’s important…

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