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Clarifying Your SMART Values

Your values are what is most important to you in life – personally and professionally. Values are what you calibrate towards and are the focal point in determining your priorities, goals, attitudes, and behavior. In other words, your values are a compass for your actions in life. It is important that what you do, matches […]
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What is Wealth?

When I invested in my first stock at 14, wealth to me was making as much money as I possibly could. Since then, and being in the finance industry for two decades, the most important thing I have learned about wealth is that no amount of money will ever make you feel wealthy. While many […]
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ASM Investing 101

       Think of the various types of investments as tools that can help you achieve your financial goals. Each broad investment type—from bank products to stocks and bonds—has its own general set of features, risk factors and ways in which they can be used by investors. Learn more about the various types of […]
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Free Financial Plan Samples and Templates

When people think of a financial plan, many people assume it is setting up a budget, saving for retirement, and looking for good investment products. However a financial plan goes much deeper than that. If properly done and updated regularly, it could make the difference between financial independence and financial dependence. Here are examples of […]
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SMART 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. These plans offer tax benefits and the opportunity for your savings to compound over time. So it’s important to understand every aspect of how your 401(k) plan works, whether you’re just getting started or you’re […]
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Evaluating Investment Performance

Choosing investments is just the beginning of your work as an investor. As time goes by, you’ll need to monitor and track the performance of these investments to see how they are working together in your portfolio to help you progress toward your goals. Generally speaking, progress means that your portfolio value is steadily increasing, […]
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Shopping for SMART Financial Products

When it comes to shopping for SMART for financial products—such as credit cards, auto loans or mortgages—most Americans either do not comparison shop or conduct only limited searches for the best prices or terms. For example, according to the FINRA Investor Education Foundation’s National Survey, nearly two-thirds of all credit card holders reported that they did not […]
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How to Build a SMART Investment Portfolio

Like every investor, you want to choose investments that will provide the growth and income you need to meet your financial goals. To do that, it’s important to understand yourself as an investor. That’s because a portfolio that’s right for someone else may not be best for you. Here are factors on How to Build a […]
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SMART Tips for Selecting a Financial Professional

Choosing a financial professional-whether a stockbroker, a financial planner, or an investment adviser-is an important decision. Consider the tips below as you make your choice. Also the third page of this document has a list of questions you can ask a financial professional whose services you are considering. Tip 1. Do your homework and ask […]
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How to Invest in a SMART Way

Define Your Goals Knowing how to secure your financial well-being is one of the most important things you can do for yourself. You don’t have to be a genius to do it. You just just need to know a few basics, form a plan, and be ready to stick to it. To end up where […]
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