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Investment Management
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Financial and Business Planning
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Investment Management
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on December 03, 2018 / By Nadia Reynolds
Using a 1031 Real Estate Exchange to Fund Retirement: An Example
Many well-off people find themselves "asset rich but cash poor," especially near retirement. A common cause for the...
Financial and Business Planning
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Investment Management
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on November 26, 2018 / By Nadia Reynolds
1031 Real Estate Exchanges: How They Work in 6 Steps
Section 1031 of the US tax code allows you to do something beneficial and quite interesting: exchange real estate t...
Financial and Business Planning
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Investment Management
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Trusts and Estates
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on November 07, 2018 / By LNWM
What Is Wealth Management?
For Carla C. Wigen, effective wealth management is built on conversations that matter, not just numbers. That means...
Investment Management
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on October 31, 2018 / By LNWM
Behavioral Finance: Recognizing Fear, Greed and Other Irrational Investing
Market drops bring out the fear factor in investors, just as market gains elicit greed. But as Senior Investment An...
Investment Management
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on September 17, 2018 / By LNWM
Is Bitcoin a Good Investment after 80% Recent Plunge?
The bitcoin craze of 2017, which propelled 1 bitcoin to trade for nearly $20,000, has reversed with a vengeance due...
Family and Finance
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Investment Management
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on September 10, 2018 / By LNWM
Seattle Real Estate Market Is Cooling: What Not to Do Now
As the Seattle Times, Zillow.com and other sources have noted, the Seattle-area real estate market is cooling off,...
Investment Management
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on August 30, 2018 / By David Baker
Emerging Market Bonds: What’s Driving the Recent Dive
It’s been a tough year for emerging market bonds. So far in 2018, the total return on emerging market (EM) debt i...
Investment Management
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on August 16, 2018 / By Josh Hile
Emerging Markets Volatility: A Bit of Perspective
China, Turkey, Russia, Brazil, Argentina. Stock and bond prices in these and other emerging markets are down dramat...
Investment Management
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on August 09, 2018 / By Josh Hile
What’s Driving 2018 Corporate Earnings Growth and Can It Last?
The US stock market has come roaring back this summer, approaching the record high hit in January. As we had anti...
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