Ballast Advisors

OCTOBER 25, 2023

Investors should exercise caution and seek professional advice when making investment decisions, taking into account your risk tolerance and long-term investment goals. This material is for informational purposes only and should not be considered investment advice. We appreciate your continued partnership.

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Good Financial Cents

JANUARY 17, 2023

It offers a way for employees to save for retirement on a tax-deferred basis, while also requiring employers to make contributions on behalf of their employees. Another key benefit of a Simple IRA is that it allows employees to make contributions to the plan on a pre-tax basis. Employees Control the Investments.

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Zoe Financial

APRIL 21, 2023

Invest in Our Planet This Earth Day Published April 22nd, 2023 Reading Time: 3 minutes Written by: The Zoe Team Earth Day gives us an opportunity to explore the benefits ESG investing as a key player in our financial portfolio. You, too, can make an impact every day with your investments. What is ESG Investing?

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Good Financial Cents

DECEMBER 13, 2022

But where should you invest your $15,000? In the meantime, you’ll want to consider how much risk you’re willing to take to get a reasonable return. Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing. Invest in Fractional Shares. Invest in Crypto . Open a Roth IRA.

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MainStreet Financial Planning

DECEMBER 20, 2023

Here is a list of some of the current best HYSA’s as of December 2023. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help! Consider whether you should increase the target goal for your emergency fund.

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Harness Wealth

DECEMBER 19, 2022

As you wrap up 2022 and look ahead to the new year, consider how to get an early start on understanding your finances and how to manage your tax liability, especially if you experienced any changes in equity compensation or made or sold an investment. Understand the tax implications associated with crypto assets.

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Fortune Financial

APRIL 13, 2022

For those willing to take risks with their portfolios, evolving technology means more innovative investment opportunities – a huge benefit to being on the forefront of new technologies. . Risk Assessment. Have a clear idea of how much money you can realistically afford to lose with a medium- to high-risk investment.

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WiserAdvisor

FEBRUARY 29, 2024

With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

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Zoe Financial

JUNE 6, 2023

Moreover, we’ll shed light on the erosive impact of taxes, exploring the pros and cons of popular strategies and uncovering how education savings can become a valuable tax deduction. Nevertheless, they should be properly understood to ensure you maximize the tax benefits these plans offer.

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WiserAdvisor

JANUARY 10, 2023

As another year draws to a close and a new one begins, it is time to start thinking about what New Year’s resolutions you want to set for 2023. This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023. Eliminate your debt.

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Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

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WiserAdvisor

SEPTEMBER 27, 2023

This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. Start tax planning A traditional 401(k) is a pre-tax account. This tax-advantaged account offers you a tax deduction in the year you contribute. This can be quite a bargain.

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Good Financial Cents

DECEMBER 26, 2022

I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! The main difference between a Roth IRA and a traditional IRA is the way they are taxed.

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Fortune Financial

APRIL 11, 2024

The Reality of Unclaimed 401(k) Funds Bankrate shared that more than one-third (37%) of employees surveyed in 2023 said they were “very likely” to search for a new role in the next 12 months — a 5% increase from the same survey in 2022. The next key step is to consolidate all of your retirement accounts.

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WiserAdvisor

JANUARY 8, 2023

However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. This is the right time to find out about future investment trends and concerns that may impact you financially. The increasing importance of renewable technology and the digital economy is likely to continue in 2023.

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eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. Prepare your clients by educating them about market dynamics and how the work you do for them will help position their investments for the long term.

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Good Financial Cents

JANUARY 26, 2023

Step 2: Save More than Everyone Else Step 3: Invest and Invest Aggressively Step 4: Maximize Your Retirement Savings Step 5: Set up a Roth IRA Conversion “Ladder” Step 6: Live Beneath Your Means Step 7: Stay Out of Debt Yes, You Can Retire at 50 Retiring at 50 – The Ultimate Guide What Investments Should I Consider If I Want to Retire at 50?

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Investing Caffeine

MAY 3, 2023

Rather than constantly scrolling through headlines on your mobile phone news app, here are some areas of focus and questions you should be asking yourself: · Investment Strategy: What type of investment strategy should you be utilizing to reach your retirement goals? Diversification: How diversified are your investments?

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WiserAdvisor

FEBRUARY 2, 2023

Recession 2023: How to prepare 1. Create an emergency fund An emergency fund is an essential tool for managing financial risk and uncertainties. Some estimates state that over 150,000 tech industry employees lost their jobs in 2022, with an additional 23,000 being let go since the beginning of 2023.

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Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer?

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Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” Is crypto a good investment, or does it suck? Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin?

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Harness Wealth

JUNE 9, 2023

It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation. Why is Financial Planning so Important?

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WiserAdvisor

MARCH 28, 2024

From maximizing savings opportunities to strategic investment decisions, there are several things you can still do to bolster your financial stability as you approach retirement. It offers tax-deferred growth and, in many cases, matching employer contributions. Your 401(k) is a powerful savings tool provided by your employer.

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Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

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Brown Advisory

NOVEMBER 28, 2022

The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. With that backdrop, we highlight several positive factors: Income Tax.

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WiserAdvisor

FEBRUARY 2, 2023

Recession 2023: How to prepare 1. Create an emergency fund An emergency fund is an essential tool for managing financial risk and uncertainties. Some estimates state that over 150,000 tech industry employees lost their jobs in 2022, with an additional 23,000 being let go since the beginning of 2023.

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Zoe Financial

DECEMBER 20, 2022

Investment Management : With the right software and algorithm, these developments can analyze market data and decide how to account for risk and return. Credit Risk Assessment: Following up on investment management, AI can analyze financial histories and predict results. January 16, 2023. January 12, 2023.

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Good Financial Cents

AUGUST 9, 2022

One way is to invest in Series I Bonds. Another option is to invest in TIPS, which stands for Treasury Inflation-Protected Securities. Ad Leave your economic planning and investment management to Online Financial Advisors. And, according to JPMorgan, we could see inflation reach 10% by the summer of 2023. Ads by Money.

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Good Financial Cents

MARCH 20, 2023

When at the point of wondering how to invest $200,000, that’s definitely a good sign. After all, having this amount to invest means you’re on the fast path to building long-term wealth. But, how much can you end up with if you invest $200,000 wisely, today? Table of Contents How to Invest $200,000 Starting Today 1.

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Clever Girl Finance

SEPTEMBER 7, 2023

But while the extra wealth might be helpful to your financial situation, you likely still have a lot of questions and may be wondering how to invest $100k. How should I invest $100,000 to make $1 million? How should I invest $100,000 to make $1 million? How can I invest $100k to create passive income?

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Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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WiserAdvisor

JUNE 22, 2023

Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio. The questions you ask your financial advisor should cover various aspects of your portfolio, such as fees, taxes, risk, and others. What is the objective and strategy of my investment portfolio?

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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Harness Wealth

APRIL 5, 2023

Additionally, we’ll discuss the tax implications and risks associated with these strategies, helping you make informed decisions. As of April 2023, rates on high-yield checking accounts can go as high as 5% with no account minimums. I Bonds currently have an annual yield of 6.89% as of April 2023.

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Clever Girl Finance

JULY 24, 2023

Also called qualified tuition plans, 529 plans offer tax advantages and savings benefits for those saving for higher education expenses. Money in the account is generally put into investment funds that could help build savings faster than a savings account alone. Advisor plans also usually have standard investment planning fees.

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