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Basics of Bonds

by Craig Moser on January 25, 2019

Many people begin investing with stocks.  While you probably understand you should diversify, bonds can be confusing.  In case you’re interested in bonds, but don’t know where to start, here are the basics of bonds and bond funds. Bonds may […]

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Roth Conversion FAQs

by Craig Moser on January 11, 2019

If a savings vehicle with tax-free growth potential and tax-free withdrawals in retirement sounds good to you, you should probably consider a Roth IRA.  Even if you can’t contribute to a Roth IRA (because of income limits), you might still […]

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How Much Money Should I Save For Retirement?

by Craig Moser on December 28, 2018

I’m often asked “How much money should I save for retirement?”  Well, your journey toward retirement has twists and turns unique to you.  Likewise, your retirement goals are probably different from mine and that of your neighbors’.  Although there isn’t […]

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The Initial Public Offering (IPO)

by Craig Moser on November 2, 2018

You have probably heard the term initial public offering, or IPO.  You probably know it’s a process that allows private companies to become public and sell shares in their firm.  But beyond that basic overview, do you understand IPOs?   Do […]

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The Wide Wide World of Debt

by Craig Moser on October 19, 2018

Debt.  Most of us are familiar with it.  Used wisely, it can help generate equity, build your credit score and even prepare for the future.  From mortgages and credit cards to car and student loans, the New York Fed reported […]

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Taking Control of the Financial Keys

by Craig Moser on September 21, 2018

Whether taking control of the financial keys from your parents, or making things easier for your own children, everyone should review important health, financial and estate documents annually.  Here are some steps you can take now before a health crisis […]

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The Significance of an Inverted Yield Curve

by Craig Moser on August 10, 2018

An inverted yield curve occurs when short-term bonds yield less than long-term bonds.  It’s unusual because that’s exactly opposite of what normally occurs in the bond market.  It’s significant because it predicts a recession.  Being able to identify an inverted […]

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