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Tax Efficiency

Tax Efficiency

What it means; why it counts. The after-tax return vs. the pretax return Everyone who invests wants those investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...
The Problem of Money Paralysis

The Problem of Money Paralysis

Not making a move may not always be the best move to make A decision not made may have financial consequences Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is regarded as a form of “safety.” Retirement seems to heighten this...
Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.  The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Are You Retirement “Confident”? Indeed, according to the...