Why are things suddenly more expensive? From residential homes and the lumber to build them, to cars, gas, and groceries. Is it truly inflation; is it here to stay? There always seems to be a “crisis” in the stock market which the media makes a point to call “the” crisis. When the crisis fails to […]
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Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up. Investors should not let market movements force them to lose focus. A knowledgeable investor […]
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Why balancing risk and financial assets may be one of the more important decisions you make in your portfolio.
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What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end […]
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“All that glitters is not gold” William Shakespeare, The Merchant of Venice Bitcoin – A Primer “Fiat” is a term derived from the Latin meaning “Let it be done.” The US Dollar, like all major global currencies, is a fiat currency. This means the US government merely declared the dollar is legal tender as opposed […]
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Video Replay: Come along as we take a walk down memory lane in our recent webinar “The Times They Are A-Changin”
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The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. This announcement also stated that it was for individual returns and that this relief does not apply to estimated tax […]
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In conjunction with New Jersey Monthly, Five Star Professional has recognized Mark Swingle with the 2021 Five Star Wealth Manager award. We are very proud that Mark has been awarded this distinction for seven years. Mark is one of only 80 New Jersey wealth managers to receive the Five Star Wealth Manager award for seven […]
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Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Last year presented some of the most challenging times for everyone and we are hoping that a new year will bring better results. Once again, our primary goal this year is to continue our tradition of helping clients pursue their […]
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