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ABLE Accounts: Coming to a State Near You

Blog / By Kate Brown

Having a child changed my whole world, in ways massive and small – most of which are beyond the scope of this blog. One of the most profound changes I […]

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stock market investing, investing tips, using ETFs

Using ETFs for Stock Market Investing

Blog, Personal Finance Tips / By Kate Brown

So you want to invest in an equity ETF. But how to go about choosing? Knowing that ETFs are generally index funds, you’ll want to pick an index. And hands

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Reevaluating Risk Evaluation

Blog, Life, Personal Finance Tips / By Kate Brown

Risk is a tricky thing. Most of us consider ourselves competent – or even superior – evaluators of risk, yet the world is full of people who take shockingly foolish

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Think twice before replacing lagging bonds with dividend stocks

Blog, Personal Finance Tips / By Kate Brown

Bonds are an important part of any investment strategy. As your time horizon shortens, bonds can be used to reduce the volatility (which should always be read as another word

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many of us are unsure if our children will attend college. Consider saving anyway with a 529 plan.

A savings plan for the college dilemma

Blog, Personal Finance Tips / By Kate Brown

Increasingly, I am seeing opinion and data-based pieces questioning the value of a college education. Exploding student debt rates and outrageous price tags make for flashy headlines and strong opinions,

A savings plan for the college dilemma Read More »

Target-Date Funds Take the Guesswork out of Retirement Investing

Blog, Personal Finance Tips / By Kate Brown

Target-Date Funds are a big topic in mutual funds right now, for investors and fund companies alike. Investors see them as a one-stop shop for retirement investing. Fund companies have

Target-Date Funds Take the Guesswork out of Retirement Investing Read More »

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