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Insights & Ideas

Keeping you at the forefront of modern investing
How to gauge your portfolio’s performance.
Home-equity lines of credit surrender some of their tax advantages.
Here are four ways to plan financially for a new child.
Three ways to establish an enduring family legacy.
Low-volatility stocks may help mitigate market turbulence.
Do Facebook’s recent travails spell trouble for the rest of the tech sector?
How the Tax Cuts and Jobs Act may affect your next donation.
Given the tax benefits of most in-state munis, does it ever make sense to buy another state’s bonds?
How to simplify your stock-picking routine.
7 questions about Social Security and how to maximize it.

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