Archive | July, 2013

Looking for Your Best Investment: Professional Financial Advice Based on Your Lifestyle

There is a rare breed of asset-management pro that doesn’t take a commission, isn’t interested in giving self-serving advice, and above all, genuinely looks into managing your investment based on your specific lifestyle. These folks fall under the banner of fee-only financial planning. They charge by the project or by the hour or by a […]

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Supreme Court Expands Access to Tax, Retirement, and Other Benefits for Same-Sex Couples

The Supreme Court decision to strike down the Defense of Marriage Act (DOMA) — ruling key aspects of the law as unconstitutional — immediately opens the door to a raft of federal benefits that previously have been denied same-sex couples. In addition, by declining to rule on California’s Proposition 8, which bans same-sex marriage, the […]

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Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy

Strategic asset allocation, the practice of maintaining a strategic mix of stocks, bonds, and cash, has guided many investors in creating portfolios that suit their risk profile and long-term investing goals.1 This widely used strategy is a long-term, relatively static tool and is not intended to take advantage of short-term market opportunities.   Proponents of tactical asset […]

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