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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
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12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
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Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

Warren Buffett

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Benjamin Graham

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Peter Lynch

Be fearful when others are greedy; be greedy when others are fearful.

Warren Buffet

In investing, what is comfortable is rarely profitable.

Robert Arnott

The four most dangerous words in investing are: ‘This time it's different.’

John Templeton

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

John Bogle

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

Benjamin Graham

You make most of your money in a bear market; you just don’t realize it at the time.

Shelby Davis

Wall Street people learn nothing and forget everything.

Benjamin Graham

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Paul Samuelson

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Peter Lynch

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

Albert Einstein

The most important quality for an investor is temperament and not intellect.

Warren Buffet

It is better to be roughly right than be precisely wrong.

John Maynard Keynes

Pursue your priorities Support your goals with time-tested financial wisdom.

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