Managing income after retirement is one of the most important things a retiree needs to plan to make the best of their savings, and with the rising interest rates and stock market volatility, there are…
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Financial Fitness – Mid-Year 2022 Check-In
Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of…
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GMB #132: From Tech Founder to Venture Capital & Real Estate Investor with Zain Jaffer
The world of real estate is full of opportunities for investors who strive to build wealth using innovative strategies. This week on Grow Money Business, we have a fascinating conversation with Zain Jaffer. Zain is…
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A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions…
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GMB #130: Innovation in Stock Market Structure: A 40 Year History Lesson With Kenny Polcari
With the widespread adoption of retail investing and the usage of handheld devices, investing and stock trading have become easier than ever. However, in the 1980s, it used to be an entirely different story. This…
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GMB Ep #129: No, Index Investing Isn’t Bad For The Markets
With recent developments in the financial markets, we’re seeing quite a bit of people who are concerned about index investing and the effects it may have on the economy. We dedicated today’s episode of Grow…
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Are Fed Actions Working? Parsing the New Data
After April’s downturn, the first two weeks of May have not seen substantial improvement. By Thursday, May 12, markets were dangerously close to bear territory. The Fed enacted a 50-basis point increase in the Fed…
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GMB Ep #127 – Should You Adjust Your Bond Holdings Since Interest Rates Are Rising?
If you’ve been paying attention to the financial markets lately, you’ve probably noticed that interest rates have been increasing, resulting in a decrease in bond prices. Other recent developments, such as Elon Musk’s Twitter acquisition…
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What’s Driving the Recent Volatility? A Quick Guide
The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines “more aggressively” as a likely series of 50 basis point rate hikes, beginning with the…
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What’s the Fed Up To? Rates, Inversions, and Quantitative Tightening
The U.S. Treasury yield curve inverted last week. An inversion is when the shorter-term yield in a pair of U.S. Treasury maturities is higher than the longer-term yield, reversing or inverting the normal relationship. The…
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