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Insights & Ideas

Keeping you at the forefront of modern investing
When it comes to advice, it just might be better to give than to receive.
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
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U.S. stocks plunged Wednesday, as weak economic data rattled investors. Here’s what you should know.
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In spite of advances in many areas, girls often don't get the same financial start as boys. Here's what you can do.
On this episode of Trading Up-Close, Lee Bohl explains what Average True Range is and how it can be a useful tool for setting exit levels as a part of your risk-management strategy.
Girls today still often don't get the same financial start as boys. Here are six steps to take to help your daughters—and sons.
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Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
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Converting to a Roth IRA could save you money in retirement.
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After monetary policymakers took action to lower interest rates and ease financial conditions, they have been asking for fiscal policymakers to enact stimulus though stepped-up government spending and tax cuts—they may be starting to get their wish.
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Take advantage of these deductions if you’ve incurred investment expenses.

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Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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