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Forbes – Why Investing Is Like A Triathlon And How To Master It-

You have probably heard it said that building real wealth through investing is a marathon, not a sprint. Investors with the preparation, patience, perseverance and focus of a top marathon runner are almost certain to do well over the long term.....

Forbes – To Find High-Quality Companies, Investors Must Prune The Right Data-

In searching for the key to successful investing, all roads lead back to Warren Buffett, who once said, “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” That simple investment philosophy....

Retirement Planning – Lifestyle Inflation Factors to Consider While Planning for Retirement

People are likely to spend more money as their income increases, even when they don’t necessarily need to. This phenomenon is known as lifestyle inflation. Lifestyle inflation refers to increased spending on luxuries or other expenses that could....

Retirement Planning – What Are the Tax Implications of an Inherited Roth IRA?

When you lose a family member, managing their old retirement accounts is likely not one of the first things that come to mind. However, if you are a beneficiary of the deceased person, it is important to consider what is to be done with their....

Forbes – Why Trying To Time The Market Doesn’t Pay

Investors who follow financial pundits know that pundits are generally wrong more often than right when trying to forecast the stock market’s direction. So are investors who base their buy and sell decisions on the changing political or policy....

Retirement Planning – What Are the Best Retirement Investments for Your Portfolio?

Saving for retirement is not always as easy as it seems. While most people know of or have heard of different retirement accounts, investment options, and portfolio strategies available to build a significant retirement corpus, not many have a....

How Investors Are Costing Themselves Money

The stock market may fluctuate, but your investment objectives....

Understanding Your Investment Risk Profile

Benjamin Graham, one of the greatest investors of yesteryears, famously said, “Successful investing is about managing risks, not avoiding it.” Risk, to put it....

How to Use Bond Ladders for Retirement Income

A bond ladder is a powerful, multi-maturity strategy comprising a range of bonds. The approach diversifies bond investments by their maturity dates to reduce....

Paladin – Understanding Your Investment Risk Profile

Benjamin Graham, one of the greatest investors of yesteryears, famously said, “Successful investing is about managing risks, not avoiding it.” Risk, to put it simply, is the possibility of something bad happening. In finance, risks are an....

Forbes – How Investors Are Costing Themselves Money

Peter Lynch, who formerly managed the high-flying Fidelity Magellan Fund from 1977 to 1990, is a legendary investor. Under his management, the fund averaged an astounding annual return of 29%. It would seem all you had to do was ride along with....

Retirement Planning – Retirement Income Planning Tips for a Secure Retirement

Most people consider their retirement to consist of a relaxed lifestyle with ample time to enjoy things and pursue hobbies, travel the world, spend time with friends and family, or take up recreational activities. However, at the same time,....

Paladin – 5 Financial Planning Steps Women Can Take to Build Wealth

It’s 2021, and a lot has changed over the years for the better in the movement towards gender equality. Women increasingly feel empowered and ready to break the glass ceiling across industries. From CEOs to heads of state and from world-class....

Paladin – 20 Tips to Spend Less and Save Money

While the act of putting away some money every once in a while in order to save for the long run sounds simple, we find that it is harder to practice in reality. Research shows that one in five Americans barely save money, and those who do manage to....

Paladin – 10 Common Investment Mistakes to Avoid Under Current Market Situations

The year 2020 was thrown into disarray by the COVID-19 virus with far-reaching repercussions. Lockdowns and social distancing led to disrupted workforces that resulted in an economic recession, affecting millions of people worldwide. In such times,....