Teacher at chalkboard with BONDS written on board.

Growing up on the bond side of the business wasn’t always easy. There was never any snappy cocktail party conversation about what’s going on in the bond market like I often overheard on stocks…go figure. With the high level of the stock market and an aging population demographic, my how times have changed. The bond […]

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Stacked gold coins and a pad lock

It’s tax time–don’t lose sight of your financial planning goals. It’s not too late to make your IRA contribution for 2014. You can make 2014 IRA contributions until April 15, 2015. Be sure you are taking full advantage of the opportunity to save for retirement.

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Analyzing Financial Data - Carnegie Investment Counsel

From clients looking at home repair and remodeling projects, from a new roof or windows to a new kitchen, I’m frequently asked which is the best way to withdraw money to pay for these “upgrades.” Should you use your investment account or retirement account, such as an IRA?

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Portrait of Mrs. Collier

Numerous studies, including one operated by BMO Private Bank, have suggested that 10% to 25% of a family’s net worth can be comprised of art, jewelry or collectibles. This can be the result of a passionate hobby that is enjoyed throughout the course of one’s life or the result of an inheritance. Given the demand […]

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Frustated businesswoman

Usually, change is a good thing. But, when it comes to investing, there’s nothing better than a steady market and boring economy. In the marketplace, boring has a completely different connotation than in other realms. Boring means little volatility and constant, predictable gains year after year which is a critical component of our client investment […]

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