Personal Finance

Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

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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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