IFW Education Center – Investment
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Understanding Joint Brokerage Accounts and Their Benefits
Approaching retirement, you’re likely thinking about ways to efficiently manage and grow…
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Balancing Risk and Reward: Strategies for the Bearish Investor
Interested in conservative investments? These low-risk strategies focus on protecting your capital…
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Alternative Investing for Retirement: Hedge Funds, Bonds, Commodities, or Private Equity?
Saving for retirement is tough, and relying solely on stocks and bonds…
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7 Creative Ways to Invest in Real Estate and Boost Your Wealth Without Actually Owning Property
Do you want to reap the financial benefits of a real estate…
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Maximizing Your Retirement: The Role of Liquid Assets & Investments
Are you planning for retirement? Or maybe you need cash fast for…
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Boost Your Wealth with Investment Plans: DRIP Investing vs. Traditional Dividend Investing
Wondering what a dividend reinvestment plan can do for your financial future?…
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Are Money Market Funds Safe for Retirement? The Truth Big Banks Won’t Tell You
“A wise person should have money in their head, but not in…
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Top 10 Best Performing Stocks 2024: Smart Investments Uncovered for the Summer to Heat Up Your Portfolio
“Retirement is wonderful if you have two essentials—much to live on and…
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Let’s Go Global: Top 7 Lucrative Markets for International Investing in 2024
“Retirement: When you stop living at work and start working at living.”…
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Dadpreneurs: Choosing the Best Small Business IRA Plans
“Enjoy the little things in life, for one day you may look…
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The Father’s Guide: How to Build a Nest Egg for Future Stability
“Life is short, and it is up to you to make it…
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Maximize Your Savings: How to Leverage 529 Day for Future Education Costs
“The trouble with retirement is that you never get a day off.”…
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Navigating The Four Phases of Retirement
As you approach one of life’s most significant milestones, it’s essential to…
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Celebrate National Be a Millionaire Day with Smart Financial Moves
“Money can’t buy happiness, but it can make life a lot easier…
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The Ultimate Guide on How to Build Wealth: Strategies for Long-term Success
“Retirement is the best time to take up new hobbies, see new…
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Smart Retirement Investments: Maximizing Your Golden Years With Strategic Choices
“Retirement is a time to enjoy the things you never could before.”…
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Top 3 Trending (SRI) ESG Stocks to Buy in 2024
“Socially responsible investing is about aligning your investments with your values, ensuring…
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Maximize Your Investments: How to Effectively Rebalance Portfolio Strategies
“Retirement is when you stop living at work and start working at…
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Top Retirement Income Investments for a Portfolio to Help You Secure Your Golden Years
“Don’t focus on making money; focus on protecting what you have.” –…
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Fashion Investing: How to Use Designer Items to Save on Taxes and Build Wealth
“Fashion is not something that exists in dresses only. It is in…
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Keeping Up With Inflation: Tips for Wealthy Retirees to Stay Ahead
“Save money, and money will save you.” – Jamaican Proverb Don’t let…
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Discover 5 Ways to Minimize Taxes on Retirement Income
Planning for retirement? Taxes can significantly impact your financial freedom. Adjusting strategies…
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Investing in Oil & Gas: A Wealthy Building Strategy
“It’s not how much money you make, but how much money you…
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Investing in Luxury Watches: Tax Benefits and More
“In investing, what is comfortable is rarely profitable.” – Robert Arnott Are…
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Investing in Artwork: Using Art To Lower Your Tax Liability
“The goal of investing is to put your money to work in…
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Leverage Debt to Build Wealth: Navigating Debt Awareness Week on March 18th
“The time of maximum pessimism is the best time to buy, and…
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Mastering Asset Allocation: Your Essential Guide on How to Diversify Portfolio
“Don’t put all your eggs in one basket. Diversify.” – Unknown Unlock…
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Smart Strategies for High Net Worth Investing in the Current Market
“In investing, what is comfortable is rarely profitable.” – Robert Arnott Mastering…
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Investing in Exclusive Real Estate as Part of Your Retirement Strategy
“Exclusivity is not about being snobbish; it’s about embracing a lifestyle that…
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Best Strategies for Lifetime Income In Retirement
Maximizing lifetime income in retirement requires a strategic approach, which often includes…
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Smart Retirement Planning: Beyond Numbers and Investments
When it comes to planning for retirement, the focus is often on…
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Smart Strategies: How to Use Debt to Build Wealth Effectively
“Wealth is not about having a lot of money; it’s about having…
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10 Financial New Years Resolutions
“New Year = A New Life! Decide today who you will become,…
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Jingle Bulls: Holiday Stock Market Trends you Need to Watch Now
As the festive time nears, the stock market offers attractive chances for…
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Golden Years Glitter: Precious Metals Investing Pre-Holidays
“Gold is money. Everything else is credit.” -J. P. Morgan Imagine your…
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Frosty Funds: Is a Winter Vacation Rental Right for You?
Frosty Funds: Is a Winter Vacation Rental Right for You? Escape the…
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Unlock Tax-Free Growth with the Mega Backdoor Roth Could Be The Strategy For You
Discover a game-changing retirement account strategy: the mega backdoor Roth. Designed for…
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How to Protect Your Portfolio
How to Protect Your Portfolio “I will tell you how to become…
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Dollar-Cost Averaging vs Dollar Cost Ravaging
Dollar-Cost Averaging vs Dollar Cost Ravaging Dollar-cost averaging is like gently stirring…
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Boo-nanza: How Halloween Retail Impacts the Market and Your Investment Portfolio
Investors can join us in discovering the Halloween Strategy, which looks at…
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Unmasking the Myths: Socially Responsible Investing Demystified
Have you ever wondered if your investments align with your ethical beliefs?…
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What Is Socially Responsible Investing (SRI)
As the demand for socially responsible investing (SRI) grows, more and more…
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Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a…
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Glittering Prizes: Is Gold a Good Investment for Retirees?
Investing in gold is seen as a secure way to safeguard retirement…
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Highest Dividend Stocks For Retirement 2024
If you’re thinking about retirement, chances are you’ve thought about living off…
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Are You Making the Right Investments to Beat Soaring Inflation?
Inflation rates are soaring, and it’s a concern that’s hard to ignore.…
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The Road Ahead: How to Find The Right Retirement Plan For Your Goals
The golden years are beckoning, and you’re ready to embrace them with…
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No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement
Do you dream of a worry-free retirement with a simple yet effective…
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Life Changing Investment Strategies for a Happy & Wealthy Retirement
Are you prepared for your golden years? Planning for retirement is essential…
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Catch-Up Contributions in IRAs: An Opportunity for Seniors to Boost Retirement Saving
As the golden years approach, are you confident that your retirement savings…
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Post-Retirement Income: How Savings Can Secure Your Future
Are you prepared for a comfortable and fulfilling retirement? The key to…
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Managing Your 401k: Key Retirement Advice for the 40 and Over Crowd
Imagine this: You’re 40 years old and ready for retiring at 40,…
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Understanding Matching Contributions
Receiving matching contributions to your retirement plan from an employer is one…
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What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer…
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MITIGATE THE EFFECTS OF MARKET VOLATILILY ON YOUR PORTFOLIO
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The Self Directed Brokerage Account
This week we are going to unveil a very well-kept secret that…
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Fees & Commissions Inside Managed Money & Mutual Funds
During this week’s wisdom, we are going to focus on the fees…
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Market Volatility…Happens!
Well, it’s been quite a ride these last few years…..the pandemic, supply…
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Savings Calculator: Your CD’s Maturity Value
A certificate of deposit (or CD) is a savings instrument offered by…
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Savings Calculator: So You Want To Be A Millionaire!
Everybody wants to be a millionaire, but few have the savings discipline…
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Savings Calculator: The Benefits of Compounding
How interest is calculated can have a great impact on the interest…
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Savings Calculator: Measure Your Potential
If you are already a saver, you might ask yourself the question…
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How To Become a Millionaire From Your 401(k)
How Can You Reach Your $1,000,000 Retirement Savings Goal? Let’s assume you…
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Retirement Calculator: 401(k) Review
How Can I Get The Most From My 401(k)? If your not…
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The Advantages of Health Savings Accounts
Health savings accounts, or HSAs for short, are a type of savings…
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Savings vs. Money Market Accounts
Some financial decisions are harder than others. Should you apply for a…
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The Wonders of Compounded Interest
There are plenty of rewards that come with the patient investing of…
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What to Do With a Lump Sum of Money
Most households plan to live on their regular income, which usually comes…
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Putting Money in a Certificate of Deposit (CD) Account
Looking for a safe place to invest your dollars, an investment vehicle…
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What is a Cryptocurrency?
Cryptocurrency is one of those words that is slowly trickling into our…
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The Basic Principles of Retirement Planning
Are you saving enough for retirement? If you are like most U.S.…
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Laddering Strategies for CDs
The interest rates offered on savings accounts and money market accounts today…
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Is it Time to Use CDs for Investing Again?
Once again, CD rates are back on the rise, leaving people who…
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One Of The Best Tax Shelters For Americans!
What exactly is an HSA and what are the rules for qualifying?…
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9 Financial Strategies Not Everyone is Discussing
What’s Your Path to Financial Independence? 21-Year-Olds are rarely thinking about savings…
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The Evolution of Money
How much of your money should be kept “safe” vs “invested” vs…
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It’s Your 401(k) – You Earned It! Now Maximize it!
Maximize Savings Now for More Income Later Understand the difference between accumulation…
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Key Differences Between Common Funds Used For Investments
Index Funds vs. Mutual Funds vs. Exchange Traded Funds While learning the…
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What Exactly is a Fiduciary?
One of the most important relationships is that of the client and…
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Top 10 Things to Consider When Selecting a Financial Professional
1. Do you like them? No matter who you do business with,…
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All Muni Bonds Are Not Created Equal
The city of Detroit emerged from bankruptcy in 2014. Still, its previous…
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The ABCs of Zero Coupon Bonds
At first blush, the idea of a bond that doesn’t pay interest…
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Pullbacks, Corrections, and Bear Markets
The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some…
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Emotional vs. Strategic Decisions
Information vs. instinct. When it comes to investing, many people believe they have…
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The Sequence of Returns
What exactly is the “sequence of returns”? The phrase describes the yearly…
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A Look at Diversification
Ancient Chinese merchants were said to have developed a unique way to…
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Asset Allocation
If you live in or have visited a big city, you’ve probably…
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Inflation & Your Money
“If the current annual inflation rate is only 1.4 percent,1 why do my…
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Traditional IRA vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned…
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The Stages of Financial Life
As we transition through the various stages of life, our financial needs…
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Smart Financial Decisions
To Live Your Best Life.
Get ThereWhen it comes to financial decisions; never say “Never” never say “Always”…It…