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Marc Aarons @ Money Managers Inc. Presents:Q3: 2012 Economic Update

THE QUARTER IN BRIEF While fundamentals may not have supported a powerful rally in Q3 2012, the policy decisions of central[…]

MAJOR RISKS TO FAMILY WEALTH

ll too often, family wealth fails to last. One generation builds a business – or even a fortune – and[…]

FINANCIAL CONSIDERATIONS FOR 2013

We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up[…]

OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE

Today’s average student borrower takes out more than $25K in loans. Education debt has reached record levels in America –[…]

THE MAJOR RETIREMENT PLANNING MISTAKES

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these[…]

FINANCIAL CONSIDERATIONS FOR 2013

We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up[…]

WHY IS THE MARKET ADVANCING?

On August 21, the S&P 500 hit a 4-year high. It climbed 3% in the first three weeks of the[…]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map[…]

KEYS TO SELECTING A WEALTH ADVISOR

How do you find a good wealth advisor? That is a very important question. It is amazing how casually many[…]

FINANCIAL QUESTIONS FOR THE RETIRING HOMEOWNER

Do you see yourself retiring in the near future? In planning for that transition, you might want to consider the[…]

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