What is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional?
Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...
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Combat Pay/Tax-Exempt Pay & Your TSP
Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...
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Don’t Play ‘Retirement Roulette’
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
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How To Start Saving as a Young Adult
When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...
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Tech and the S&P 500
The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...
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Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
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Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
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What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...
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President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...
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What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
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Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
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