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The Anatomy of an Index
Did you know that an estimated $13.5 trillion in assets are indexed or benchmarked to the Standard & Poor’s 500 Composite Index,...
Investment Strategy: Financial Market Basics
When it comes to investing, the common terminology says that you're investing in "the markets" or Wall Street. But what do these terms...
End-of-the-Year Money Moves in 2022
What has changed for you in 2022? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a...
Investment Strategy: The Power of Compound Interest
Compound interest has been dubbed the "eighth wonder of the world." Benjamin Franklin held a similar fascination with compound interest,...
Concentrated Stock: Why A Client Fired Me
5/05/2023 Charles Luong, ChFEBC℠ About six years ago, I was meeting with a prospective client who intended to retire very soon. As I...
Frequently Asked Questions About Flourish: What is It and How Does It Work
Flourish is an incredibly user-friendly account that is specifically designed to provide you with a competitive interest rate on your...
10 Money Mistakes to Avoid for First Responders
First responders, such as firefighters, paramedics, police officers and EMTs, often find themselves in situations that require quick...
Avoid These Financial Mistakes Before The Year Ends
As the year draws to a close, it's natural to begin thinking about all the things you'd like to accomplish once the New Year rolls...
Maximizing Your Financial Contributions Towards the End of the Year
With the year coming to a close, it's time to start thinking about financial contributions to increase your personal finances. Whether...
Securing the Bag: Women and Wealth Accumulation Strategies
In today's financial landscape, women are increasingly taking the helm of their economic destinies, breaking through traditional barriers...
Altruist Cash: Frequently Asked Questions
Navigating the world of cash management can often be complex, with many seeking options that combine safety, flexibility, and high...
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