February 24, 2022
Tax-Wise Investment Techniques
In our last piece about taxes, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts
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February 19, 2022
What is a Mutual Fund?
A mutual fund pools the money of many investors to purchase securities. The fund’s manager uses those securities to pursue a stated investment strategy.
Read MoreFebruary 11, 2022
Cryptocurrency: What’s It All About?
It’s hard to scan the financial headlines these days and not spot at least one call to action related to
Read MoreJanuary 26, 2022
Fourth Quarter 2021:Invest in Profits Not Stories
Key Takeaways Stocks surged and the economy was red hot as the world has mostly adapted to Covid-19 Booming consumer
Read MoreJanuary 5, 2022
Video: New Year, New Risks – Keeping Your Portfolio In Balance
Stephen – Hello and welcome to another episode of the Smart Money Show. I’m your host, Stephen Rischall, along with
Read MoreJanuary 2, 2022
Reducing Your Expenses: Stepping Down Your Spending
Whether you’ve lost a job or are considering intentionally reducing your spending in an effort to save more or prepare
Read MoreDecember 23, 2021
The True Cost of Taking a Break
Every one of us looks forward to taking a break from our routines sooner or later. Whether it’s a trip
Read MoreDecember 20, 2021
Video: Financial Check In – Planning For The New Year
Stephen: Here we are again, we’ve made it to the end of the year and fortunately we’re all here together.
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