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Author: Dan Picinich

Sympathy Trade Today

When someone we know experiences a setback or a loss, its normal for us to feel a little […]

November 23, 2016 Articles

Understanding Educational Savings Choices

College $?$?$ — When, How, and How Much? Understanding Education Investment Accounts Keeping your investments on track to […]

November 22, 2016 Articles

One Question On Your Financial Advisor

Financial Advisor. Financial Consultant. Wealth Advisor. Wealth Manager. Financial Counselor. These are all monikers that we see on […]

November 15, 2016 Articles

The Straight Scoop

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  This is a short story about continuity and change, about a defining moment. It’s a true story. […]

October 13, 2016 Articles

Why Traders Buy Call Options

This article should not be construed as investment advice. It is a hypothetical illustration of why someone would […]

October 6, 2016 Articles

Are Your Investments Robbing You?

Are Your Investments Robbing You? by Dan Picinich   Life is expensive. Your dollars are your dollars. Make […]

October 5, 2016 Articles

How the Gift Tax Works

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How the Gift Tax Works The skinny: If someone gives you a gift, you will not pay taxes […]

October 5, 2016 Articles

Will the state take your client’s IRA? It can

http://www.investmentnews.com/article/20160916/FREE/160919947/will-the-state-take-your-clients-ira-it-can

September 20, 2016 Articles

This Is the Quietest Stock Market in Decades

http://blogs.wsj.com/moneybeat/2016/08/30/this-is-the-quietest-stock-market-in-decades/

August 30, 2016 Articles

Private Prison Stocks on Death Row – August 19, 2016 – Zacks.com

https://www.zacks.com/stock/news/228747/private-prison-stocks-on-death-row

August 20, 2016 Articles

Planning for a Special Needs Child

From Kiplinger Personal Finance FAMILY FINANCES Making a Plan for a Special-Needs Child A patchwork of benefits and […]

July 31, 2016 Articles

SunAmerica fund picks just 30 stocks once a year and clobbers the competition

http://www.investmentnews.com/article/20160708/FREE/160709956/sunamerica-fund-picks-just-30-stocks-once-a-year-and-clobbers-the

July 11, 2016 Articles

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