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Investing
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Lady Bird Deeds
Estate Planning
MyPersonalCFO
-
September 15, 2025
You may not know the name Claudia Alta Taylor, but her list of accomplishments is impressive. Claudia was born in 1912 in Karnak, Texas....
20 IRA Mistakes
Charitable
MyPersonalCFO
-
August 7, 2025
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
You Could be Your Own Worst Enemy When You Buy Precious Metal
Commodities
MyPersonalCFO
-
July 14, 2025
No doubt about it, there’s a modern-day gold rush going on. Precious metals companies are running ads on TV...
Who’s Really Managing Your Portfolio?
Investing
Patrick Rogan
-
October 3, 2024
There are several ways to construct a portfolio: Some build with a top-down approach, building the portfolio from a pre-decided...
Stock Market Outlook: Below Average Returns For The S&P 500
Commentary
Rhett Garner
-
September 30, 2024
Investors will need to diversify across other asset classes and take an active approach to equity investing. The S&P 500,...
The Impact of Lower Interest Rates Is Already Being Felt
Economic Data
Joseph Y. Calhoun, III
-
September 18, 2024
Mortgage applications in the last week rose 14.2% from the previous week as lower rates impact the economy even...
Do Homebuilders Have An Inventory Problem?
Economic Data
Joseph Y. Calhoun, III
-
July 19, 2024
Housing starts and building permits both rose in June: Building Permits Privately-owned housing units authorized by building permits in June were...
Why Is A Software Company Investing in Saks/Neiman Marcus?
Commentary
Joseph Y. Calhoun, III
-
July 5, 2024
July 3 (Reuters) - The parent of Saks Fifth Avenue agreed to buy rival Neiman Marcus, a person familiar...
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