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A dynamic asset allocation investment strategy employed by financial advisors attempts to reduce risks by adjusting portfolio holdings based on timely factors. When the stock market declines by 1%, 5%, or 20%, should you be concerned if your investment portfolio earmarked for your retirement...
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If you work for a publicly-traded company, your employer may offer you the chance to buy shares of your company’s stock through a program called an Employee Stock Purchase Plan (ESPP). The idea behind ESPPs is simple – to give employees the opportunity to profit from the success of the firm and par...
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Do you work at Chevron? Get the resources you need and expert insights from financial professionals who specialize in helping Chevron employees make the most of their compensation package and benefits. Whether you’re a new Chevron employee or you’ve moved up the ranks into a management or ...
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Do you work for the University of North Carolina System? Get the resources you need and expert insights from financial professionals who specialize in helping UNC faculty, staff, and physicians make the most of their compensation package and benefits. Whether you’re a new University of No...
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Financial planning is one of the most critical parts of gaining control over your money and your life. However, financial planning for the LGBTQ+ community can be more difficult as each state has different legal protections and benefits. For example, many protections immediately trigger upon m...
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Do you work for the Pennsylvania State System of Higher Education (PASSHE)? Get the resources you need and expert insights from financial professionals who specialize in helping PASSHE faculty and staff make the most of their compensation package and benefits. Whether you’re a new PASSHE f...
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Do you work at AbbVie? Get the resources you need and expert insights from financial professionals who specialize in helping AbbVie employees make the most of their compensation package and benefits. Whether you’re a new AbbVie employee or you’ve moved up the ranks into a management or exe...
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For people with very low healthcare costs, putting the maximum into Health Savings Account (HSA) eligible healthcare plans is almost a no-brainer, especially in situations where their employer contributes to their account to help offset the deductible (like mine does). If you don’t spend that...
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We’ve probably all heard that you should “measure what you treasure” which is just another way of saying that if something matters to you, it’s worth keeping track of. Way too many of us, though, simply don’t monitor our finances that closely, which is why we often feel out of control. Knowing thes...
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If you’re a freelancer or small business owner who wants to cut down your working hours without cutting your income, there are two main ways to do it: Become more efficient Increase your rates That’s really all there is to it. If you can do both, you’ll probably be able to work even le...
