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Rebalancing Your Investment Portfolio to Stay on Track

February 15, 2019 -  Two columns ago, I embarked on a series of rational investment strategies for volatile markets. So far, I’ve talked about disciplined and sensible investing. Today, let’s talk about keeping your investments on track over time. Fortunately, there’s a disciplined process for doing just that. It’s called rebalancing.

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Patient Resolve

March 1, 2019 - Lately, I’ve been covering the essentials of rational investing during volatile markets. We’ve now tackled being disciplined, sensible, and vigilant with your investments. Today, let’s talk about being patient.

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Sensible Investing

February 1—Did you know, this week will usher in the Chinese New Year – the Year of the Pig? If you believe in horoscopes, it is “a year of fortune and luck.”

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Volatile Market Pep Talk: Discipline Can Set You Free

January 18, 2019—As I draft this piece, the markets have been throwing a lot of knuckleballs. If only we weren’t human, investing would be easy, even when the pitches go wild. Staying in the game really only requires a few sustainable skills: disciplined saving, sensible investing, objective oversight, and patient resolve.

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4 Tips for Properly Investing Your 401(k)

January 4, 2019—A s volatile as financial markets have been, you may be finding it challenging to make sense of them lately. When your money is in a tax-sheltered 401(k) or similar company-sponsored retirement plan, things may seem even murkier. Here are 4 practical tips to guide the way.

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Donor Advised Funds

December 7, 2018 - In my last article, I described how the 2017 Tax Cuts and Jobs Act (TCJA) effectively eliminated the ability for most taxpayers to get a tax break on annual charitable contributions. I also shared a strategy for making tax-advantaged charitable contributions with a Qualified Charitable Donation (QCD).

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