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Estate Planning Mistakes to Avoid
According to Caring.com’s 2023 Wills and Estate Planning Study, 60% of Americans have a retirement account, but only 34% of Americans have a will. Estate planning is one of the most important strategies for our clients when it comes to long-term financial planning. Your estate plan should...
The Impact of the S&P Tech Industry Concentration
The technology industry has gained significant stock market influence since the widespread use of the internet in the mid-to-late 1990s. Many investors recall the initial "dot-com bubble" of the late 1990s, the highly speculative exuberance that followed from investors chasing fads, and the...