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FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial [...]

Avoiding Financial Scams and Identity Theft

WHO ARE THEY? • Financial fraudsters are after your assets. • Identity thieves steal your personal information (often to then commit financial fraud). WHAT DO THEY WANT? YOUR MONEY AND YOUR LIFE • Social Security [...]

An Homage to John “Jack” Bogle

On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home. Search the Internet for “Bogle” or browse any news source, and you’ll soon be immersed in a [...]

The Next Big Political Fight – Fiscal Cliff

The next big political fight is quickly approaching – the fiscal cliff or debt ceiling crisis. The last big debt ceiling bout happened in mid-2017. By the end of 2017, the U.S. debt exceeded $20 [...]

What does asset allocation mean?

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? Asset [...]

Money Management Lingo

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a funny way of saying it. [...]

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