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Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Investments

The Capital Gains Conundrum

As this historic bull market grinds ever-higher, some commonly-used axioms seem apropos to stock investors. “Patience is a virtue.” “Don’t miss the forest for the trees.” “Good things come to those who wait.”

How to Enjoy September

Flipping the calendar to September often seems to engender the feeling of a fresh start. A new school year, a new football season, and (usually) a welcome break from the hot, humid dog days of August. For most, September is an enjoyable month, but historically September isn’t a great month for investors. 

 

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