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Passive vs. Active Investing

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Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years.

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What is the Difference Between a Will & Trust?

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Bipartisan Budget Act of 2015 and Social Security Changes

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Bipartisan Budget Act of 2015 and Social Security Changes

There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

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How to Live a Steve Jobs Life—On Your Own Terms

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How to Live a Steve Jobs Life—On Your Own Terms

Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

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Challenges of Textbook Portfolio Management Theories

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Challenges of Textbook Portfolio Management Theories

Published by Jake Bleicher The more time I spend in the real world of finance, the more I question the rationale of textbook theories.

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Use Your Budget to “Increase Your Paycheck”

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Use Your Budget to “Increase Your Paycheck”

Published by Mike Schudel I recently celebrated another birthday. I was disappointed when I remembered that, while my toys have gotten more expensive, they do not bring me even a fraction of the excitement a new set of Legos did when I was 6. But upon reflecting on some of the financial changes I’ve experience over the years, one thing I noticed is the lessening of financial stress.

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We’re Buying Pieces of Companies

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We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch

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Applying for College Financial Aid

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Applying for College Financial Aid

Published by Beth Schanou  Now that January has arrived, those with college aged students are faced with the task of completing the Free Application for Federal Student Aid (FAFSA). The FAFSA data gives a student access to financial aid and many states and colleges (public and private) use the data to determine eligibility for state and school aid. 

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2015 Financial New Year’s Resolutions

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2015 Financial New Year’s Resolutions

Published by Ben Goethel My running New Year’s Resolution for the past five years has been to give up caffeinated soda. But by January 3rd, I’m usually right back in the habit. Realizing my result will most likely be similar this year, I’ve decided to make some easier-to-implement financial resolutions. Not only are these resolutions easier to follow through on, they can also have a significant impact on your financial future. Here are three options for those looking for some ideas of their own!

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