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October Stock Market: A Scary History of Stock Crashes
You know what’s truly frightening? The 1929 stock market crash that started the start of the Great Depression. And the largest single-day market crash in history. And the bankruptcy of Lehman...
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Six Important Year-End Portfolio Performance Review Must-Do’s
Time flies. It’s already the end of the year. And you’re facing some important deadlines. That’s right: Deadlines. After December 31 at midnight, the game changes. It will be too late to make certain...
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What You Need to Know About Online Portfolio Management
These days, we do most things online: shopping, blogging and even flirting. But did you know you can also manage your portfolio online? Online portfolio management tools provide you with a safe, easy,...
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How to Juggle Multiple Investment Accounts
Do you have accounts scattered everywhere? If you’re like me, your assets are spread among several investment accounts: your 401k, IRA, two normal brokerage accounts, a handful of CDs, a few savings...
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4 Essential Things You Should Know About How to Invest for the Long Term
Does the investment world seem intimidating to you? Do you think investing has lots of arcane terminology, volatile price trends and information overload? You might not know how to invest for the long...
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What’s the 401k Contribution Limit in 2014?
Believe it or not, 2014 is just around the corner. It’s a great time to start planning next year’s retirement contributions. Let’s answer the question on everyone’s mind: What’s the 401k contribution...
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Combining Finances After a Same-Sex Civil Union
How Should You Combine Finances After a Civil Union or in a Long-Term Same-Sex Relationship? Over the past several years, progress towards equality for LGBT (lesbian, gay, bisexual and transgender)...
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What’s the IRA Contribution Limit in 2014?
What’s the IRA contribution limit in 2014? Let’s cut straight to the chase – IRA contribution limits in 2014 will remain the same as 2013 IRA contribution limits, with regard to Traditional, Roth, and...
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Investing for Retirement? 4 Critical Things You Should Know
Investing for retirement doesn’t need to be complex – especially if you have laser focus. Or rather, “LASR” focus. LASR stands for Locate – Allocate – Select – Rebalance. What does that mean? We’ll...
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I Have $10,000 to Invest. What Should I Do?
How much money do you need to start “really” investing? In other words, how much money do you need in order to open an investment account and put it to work in assets? The truth is that any amount of...
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What Are the Best Investments for 2014?
As the end of the year approaches, many of us are thinking about what 2014 might look like. How’s the 2014 economy going to be doing? Who’s going to win the midterm elections? And, most importantly...
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How Much Should I Have Saved for Retirement by Age 40?
Happy birthday! You’re officially done with your 30’s. That chapter is closed. Now it’s time to look ahead. Your 40’s are primed to be the best decade yet. You’ve made major strides in developing your...
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Beware: Your Advisor May Have Conflicting Interests This December
You’re thinking about long-term goals: retiring, buying a second home, paying for your children’s college. You want to optimize your portfolio for the best long-term outcome. But here’s a problem: Your...
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Got an IRA? 4 Essential Tips About How to Invest in an IRA
Do you dream of retiring on the beach, or in a thriving city, or in the mountains? Whatever your retirement dream might be, here are two tips that can help you achieve it: First, contribute as much as...
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Farewell Nelson Mandela
The Jemstep team is deeply saddened by the loss of Nelson Mandela. Our hearts go out to his family and the people of South Africa. Mandela – often called Madiba in South Africa (his Xhosa clan name) –...
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How Can You Create a Personalized Portfolio Performance Benchmark?
You’re investing money towards your long-term financial goals: early retirement, paying for your children’s college, buying a second home. But you may be wondering how to measure your portfolio’s...
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What are the Best Ways to Invest Your Money?
Does the word “investing” intimidate you? Have you ever felt that you want to invest towards a long-term goal – retirement, education or some other major goal – but don’t know where to start? Fear...
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What Financial Goals Are You Setting in 2014?
It’s easy to stick with your current habits. Perhaps you make automatic retirement contributions and mortgage payments, but it’s been years since you last challenged yourself to go the extra mile. If...
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5 Essential Tips for Your 2013 Year-End Tax Planning
As 2013 draws to a close, you’re probably thinking about the holidays and New Year’s Eve. And you might not be thinking much about April 15, 2014… Seems like a long time away, right? Well, think...
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What Every Investor Should Know About Asset Allocation Across Multiple...
Do you have several investment accounts? You’re not alone. Many of us have multiple investment and savings accounts. You may have a rainy day fund, a 401(k) plan, an investment account for “playing...
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