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Your Money & the Markets in June

Recent economic news was mixed, with strong U.S. auto sales and decent employment growth, but also with negative first-quarter GDP growth. The European Central Bank made headlines by lowering its

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Financial Aid for College

Key to understanding financial aid eligibility is learning how financial aid formulas work. They’re rather complex and vary from school to school, but they basically use answers to questions about

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Charitable Giving, the Smart Way

I’ve always felt that donor-advised funds (DAFs) were a smart way for families to manage their charitable donations. After the recent death of my father, I’ve gained firsthand perspective on

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Tune Out the Noise

There’s a reason that investors tend to only hear about “looming” market doom or “imminent” market growth. While many news outlets have incentive to draw viewer attention with wildly bullish

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How Not to Screw Up Your RSU’s

You’re feeling pretty confident these days. First, you’re doing awesome work at a great company, and second, your restricted stock units (RSUs) have vested. Now for the big question: When

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Your Money & the Markets in March

Monthly Market Commentary The jobs report for February and initial unemployment claims were much better than expected, as weather effects began to diminish. That very same jobs report also dashed

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Your Money & the Markets in February

Monthly Market Commentary Even though the U.S. market lost 3.5% in January, investors still seemed hopeful about continued low interest rates (now more likely, given soft economic activity) and about

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Do You Go With The Flow?

Over the last 20 years, markets have experienced many shocks and recessions, including the Asian currency crisis, the Russian debt default, the dot-com crash of the early 2000s, and the

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