It was late 1988 and I wanted to begin building my investment empire. At the time, I worked in the back office of one of the big financial services wirehouses processing account transfers (exciting!). In our building there was one computer set up in the middle of the floor for stock quotes. A Quotron machine….

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If you’ve done homework to develop a college saving strategy for your child, you’re probably seeing numbers as high as $400,000 for a private school. If that’s your target, it’s best to start now with a consistent plan. If you invest $500 per month and get an 8% return over 18 years, you’ll wind up…

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Having access to financial information online and via mobile is the norm now, but that’s led to the need to access multiple accounts in order to get a complete picture of your financial situation.  Investment accounts, bank accounts, mortgages, lines of credit, auto loans, credit cards, and the list goes on, are all potential accounts that…

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Knowing and accepting who you are in terms of your behavioral tendencies can help make you a better and smarter investor. As a 20+ year financial services training leader, I’ve always taught my students how to diagnose themselves (and their clients). Once you know what you’re dealing with, you have a better chance of making…

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