Do Your Donor Due Diligence

by Ed Mertiri on
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If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out your checkbook to write that check or go online to make a donation from your favorite organization’s website, make sure to perform some due...

Stock Market Investing

by Ed Mertiri on
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Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk. If you’re particularly risk averse, you may want to consider another method of investing, or start the investment process slowly. This can also be true for older potential investors...

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax retirement incomes, and how future tax liabilities may impact your overall retirement strategy.  If you’re working with a savvy financial...

Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to shop around for the best option for you and your family. Check out our advice below to see whether you should stick with your pro...

Retirement as a Single Woman

by Ed Mertiri on
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As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.

How do I save for a goal?

by Ed Mertiri on
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The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it  — stick to the plan.

Specific goals are important, so be sure to...

How to Avoid Emotional Investment Choices

by Ed Mertiri on
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Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master. Many investors fail to follow this advice including DIYers and professional advisors alike. There are ways to avoid the pitfalls...

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes...

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you should care and take advantage of...