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A woman is balancing on a seesaw with a coin tree.

Financial Health Is More Than A Credit Score

Ratios for cash, working capital and net worth are also important.

Few of my clients may realize that the Federal Reserve Bank tracks year to year changes in household balance sheets…

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A glass of lemonade with lemons around it.

How ‘Good’ Ideas Sometimes Lead to Bad Investments

Mental shortcuts for decision-making sometimes
trip us when analysis is warranted.

Policy statements, plans and strategies can help keep investors on target.

Many-do it-yourself investors wonder why they often end up buying high and selling low…

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