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Opportunities When Consumer Sentiment is Low
Financial Planning Hao B. Dang, CFA 6/27/22 Financial Planning Hao B. Dang, CFA 6/27/22

Opportunities When Consumer Sentiment is Low

The S&P 500 entered bear market territory (20% loss) during the second week of June. Inflation has taken over as the main worry on every investor’s mind. Going back to the 1950s, consumer sentiment has averaged 86. The latest reading at 50.2, the lowest on record.

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Your Cheat Sheet To Microsoft RSUs
Financial Planning, Tax Planning Consilio Wealth Advisors 6/27/22 Financial Planning, Tax Planning Consilio Wealth Advisors 6/27/22

Your Cheat Sheet To Microsoft RSUs

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.

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A Letter to Myself in 2022 (From 2032)
Financial Planning Hao B. Dang, CFA 5/31/22 Financial Planning Hao B. Dang, CFA 5/31/22

A Letter to Myself in 2022 (From 2032)

Remember when the markets were volatile, and you were hesitant to buy at every chance you got? Here’s a recap from the future (2032).

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What Types of Investments Are Tax Deductible?
Tax Planning, Financial Planning Consilio Wealth Advisors 3/24/22 Tax Planning, Financial Planning Consilio Wealth Advisors 3/24/22

What Types of Investments Are Tax Deductible?

Tax-efficient investing is a great way to reduce your taxes and reach your financial goals. Here are investments to consider.

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Year-End Tax Planning Opportunities
Financial Planning, Tax Planning Consilio Wealth Advisors 12/10/21 Financial Planning, Tax Planning Consilio Wealth Advisors 12/10/21

Year-End Tax Planning Opportunities

Maximize your tax deductions with these year-end tax planning opportunities in mind.

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Should you buy a Series I Bond with a current yield of 7.12%?
Financial Planning Hao B. Dang, CFA 11/22/21 Financial Planning Hao B. Dang, CFA 11/22/21

Should you buy a Series I Bond with a current yield of 7.12%?

Series I bonds hit the news a few weeks ago and are currently yielding 7.12%. Should you buy one???

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