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When you find yourself with a surplus of cash sitting idle in your bank account, it's time to strategize. Here’s how to put that money to work effectively

When most of us think about financial plans, the focus tends to be on the long-term, particularly retirement. That makes sense because most people need to save

Every year at this time our neighbourhood is filled with lawn signs congratulating students for graduating from elementary, middle, or high school. For

The asset class periodic table is a useful tool to help investors understand the characteristics of different types of investments and how they may fit into a

Bonds are intended to be one of the less exciting, some might even say boring, parts of most people’s portfolios.  For retirees, bonds often make up a large

In life, focusing on what’s within your control can be easier said than done.  The same can apply to investing and planning for retirement.  With investing and

As they did last quarter, US large cap returns continued to dominate, up 10.6% in Q1. US stocks are now at all-time highs and near-record valuations.

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BY: KATE HENNESSY, CFP®

Strategizing about ways to keep more of your money and put your savings to work should be done throughout the year, not just during tax

BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA®

Many small business owners think of a SEP (Simplified Employee Pension) IRA when they want to save for retirement. 

BY: PATRICK R. COTE CFA, CFP®

The general investment advice is to contribute the maximum amount to a pretax 401K every year in order to save for a more

2023 was an interesting year in the equity and fixed income markets. Check out AssetGrade’s review of the markets for 2023. Learn more about the markets

BY: KATE HENNESSY, CFP®

Some people associate estate planning with death, others feel it is time consuming and costly, it doesn’t have to be.  Here are three