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Insights & Ideas

Keeping you at the forefront of modern investing
If you got hit with a big tax bill recently, you might want to file a new Form W-4.
Health savings accounts are for more than just routine medical expenses.
A new breed of exchange-traded fund offers less transparency—in ways good and bad.
Early, penalty-free withdrawals from certain retirement accounts are easier than ever. But it could do more harm than good.
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Investing, like baking, takes patience and planning.
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
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How to start smart and manage your risk.
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When it comes to commodity ETFs, make sure you know what you’re getting.
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Historically low interest rates make preferreds a relatively attractive investment in today’s market—but investors should understand their nuances.
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Make sure you understand the risks of short selling before taking the plunge.

Important Disclosures

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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