The First Key to Financial Success: Becoming Financially Literate
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The First Key to Financial Success: Becoming Financially Literate

A new year provides the perfect opportunity to mentally give yourself a clean slate and get a handle on your finances. Are you planning on saving more this year? Investing? Paying off debt? No matter your resolution, you first need to gain a clear understanding of where you stand financially. And in order to do so, here are a few things you should know so you can best leverage your hard-earned dollars. Continue reading »

Get The Down Low On Series D Mutual Funds

Get The Down Low On Series D Mutual Funds

Investing can be overwhelming for many – and a good financial advisor can be of utmost value. However, some savvy investors prefer to take a more hands-on approach to their investing, preferring fewer advisor services from their mutual funds in exchange for lower fees. Series D funds have been introduced as the perfect fit for do-it-yourself investors – but are they a good fit for your investing needs? Continue reading »