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Blog

Which are better: ETF’s or Mutual Funds?

Jan 25, 2019
Categories
Monterey Herald
mutual funds
ETF's
Q: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have...
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Avoid the $250,000 station wagon syndrome with your stock options

Jan 23, 2019
Categories
Stock options
Retirement
fiduciary
financial planning
Don't get caught up in the emotional turmoil of stock options
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Making sense of mutual fund share classes

Jan 11, 2019
Categories
Monterey Herald
mutual funds
Q: I’ve noticed that several of my mutual funds have different share classes. I own A shares, but I see that my funds...
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6 Resolutions for the New Year

Jan 4, 2019
Categories
Monterey Herald
financial planning
The New Year is traditionally a time for new beginnings and course corrections. If your financial life isn’t keeping up...
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Time for an IRA checkup

Dec 28, 2018
Categories
Monterey Herald
Retirement
IRA
Individual Retirement Arrangements, or IRAs, are a great way to save for retirement. Unfortunately, many IRA account...
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The fine art of charitable giving

Dec 20, 2018
Categories
Monterey Herald
charity
Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area...
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Five last-minute tax questions

Dec 14, 2018
Categories
Monterey Herald
Taxes
When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we...
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Giving Stock

Dec 7, 2018
Categories
Monterey Herald
stocks
charity
Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would...
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3 ideas to make the holidays brighter

Nov 30, 2018
Categories
Monterey Herald
529 plan
budget
I love the holiday season. It is a great time to gather with family and friends and build memories that last a lifetime...
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Making the most of a bad market

Nov 27, 2018
Categories
Monterey Herald
stock market
stocks
In case you hadn’t noticed, the stock market has been under a little pressure lately. The S&P 500 index has fallen 10%...
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Saving for retirement with your HSA

Nov 16, 2018
Categories
Monterey Herald
IRA
HSA
Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my...
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How Safe Are My Retirement Accounts, Really?

Nov 9, 2018
Categories
Monterey Herald
Retirement
Retirement Plans
Q: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed...
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Monterey Private Wealth
2340 Garden Road #202
Monterey, CA 93940

Tel. 831.372.3426
Fax. 831.372.2964

   

Monterey Private Wealth
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Tel. 925.462.8005
Fax. 925.462.8720

   

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