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The 4% Rule: A Smart Starting Point for Retirement
The 4% Rule: A Smart Starting Point for Retirement Retirement planning has never been more essential—yet it’s also become increasingly...
Hoss Harasi
Apr 155 min read
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Planning for Your Child's Future: A Guide to College Savings Options
Planning for Your Child's Future: A Guide to College Savings Options Saving for a child's future is a significant endeavor, and...
Hoss Harasi
Apr 155 min read
34 views
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Do You Know Your 401(k) Options?
Do You Know Your 401(k) Options? A 401(k) is a powerful retirement tool with high contribution limits, tax-deferred growth, and potential...
Hoss Harasi
Apr 146 min read
34 views
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How to Reduce Taxes in Retirement: Key Strategies
How to Reduce Taxes in Retirement: Key Strategies Key Highlights Learn smart strategies to reduce taxes in retirement and stretch your...
Hoss Harasi
Apr 147 min read
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The Power of Starting Investing Early: Why Time Is Your Greatest Investment
The Power of Starting Investing Early When it comes to investing for the long term, one of the most important lessons is knowing what you...
Hoss Harasi
Apr 145 min read
17 views
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New Job! Exciting…But What Happens with Your Old 401(k)?
New Job! Exciting…But What Happens with Your Old 401(k)? Landing a new job or starting a new career is an exciting chapter in life. But...
Hoss Harasi
Apr 104 min read
22 views
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5 Important Tax Considerations for Your Financial Planning
5 Important Tax Considerations for Your Financial Planning This quote, reportedly shared by Albert Einstein with his accountant, still...
Hoss Harasi
Apr 105 min read
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Market Update: Tariffs, Trade Tensions, and What It All Means for You
Tariffs, Trade Tensions, and What It All Means for You On April 2, President Trump announced sweeping new tariffs affecting nearly every...
Hoss Harasi
Apr 106 min read
16 views
0 comments
Chart of the Month | 2025 Rate Cut Outlook: Why the Fed is Holding Steady
Chart of the Month | February 2025 Rate Cut Outlook: Why the Fed is Holding Steady In recent years, the Federal Reserve executed one of...
Hoss Harasi
Mar 34 min read
21 views
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Bonds Present New Opportunities in Today’s Market
Bonds Present New Opportunities in Today’s Market Bonds may not be suitable for every portfolio, especially for younger investors or...
Hoss Harasi
Feb 145 min read
11 views
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Diversification: Your Key to Long-Term Investing Success
Diversification: Your Key to Long-Term Investing Success You’ve heard it before, and we’ll say it again— diversification is essential for...
Hoss Harasi
Feb 125 min read
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How Often should I update my Estate Plan?
How Often should I update my Estate Plan? Planning for the future is essential, especially when it comes to protecting your loved ones...
Hoss Harasi
Feb 114 min read
9 views
0 comments
How to Reduce Taxes in Retirement: Smart Strategies for a Secure Future
How to Reduce Taxes in Retirement: Smart Strategies for a Secure Future Key Takeaways: Discover effective ways to reduce taxes in...
Hoss Harasi
Feb 96 min read
6 views
0 comments
Chart of the Month: How Valuations Shape Portfolio Returns
Chart of the Month: How Valuations Shape Portfolio Returns Understanding the Impact of Valuations on Long-Term Performance Since early...
Hoss Harasi
Feb 84 min read
25 views
0 comments
Tariffs! Should You Be Concerned?
Tariffs! Should you be Concerned? Following the presidential election, a key topic is the potential increase in tariffs on goods produced...
Hoss Harasi
Feb 82 min read
13 views
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The DeepSeek Moment: A Paradigm Shift in AI and Investing
The DeepSeek Moment: A Paradigm Shift in AI and Investing In the 1940s and early 1950s, computers were massive, room-sized machines that...
Hoss Harasi
Jan 294 min read
29 views
0 comments
Stay Ahead This Tax Season: Key Deadlines, Limits, and Strategies for 2025
Stay Ahead This Tax Season: Key Deadlines, Limits, and Strategies for 2025 As tax season approaches, staying informed about key...
Hoss Harasi
Jan 253 min read
37 views
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Inauguration Week: 7 Key Market Themes to Watch
Inauguration Week: 7 Key Market Themes to Watch Market Outlook in Trump’s Second Term: Optimism surrounds potential tax cuts and...
Hoss Harasi
Jan 254 min read
34 views
0 comments
Prepare for These Retirement Realities
What does it take to live your best life in retirement? How much happier will you be when you retire? Many of us have high...
Hoss Harasi
Jan 222 min read
39 views
0 comments
4th Quarter 2024 Market and Economic Review
4th Quarter 2024 Market and Economic Review and 1st Quarter 2025 Outlook Key Economic and Market Updates The final quarter of 2024...
Hoss Harasi
Jan 133 min read
51 views
0 comments
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