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Everything You Need to Know About Amazon Life Insurance for Employees
Financial Planning, Investing Consilio Wealth Advisors 6/18/24 Financial Planning, Investing Consilio Wealth Advisors 6/18/24

Everything You Need to Know About Amazon Life Insurance for Employees

Amazon life insurance for employees is one of the most important benefits to help bereft families financially. Learn about related benefits here.

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Reading Forecasts, Knowing They’re Wrong
Financial Planning, Investing Hao B. Dang, CFA 5/28/24 Financial Planning, Investing Hao B. Dang, CFA 5/28/24

Reading Forecasts, Knowing They’re Wrong

Market forecasts? More like a guessing game. Even experts miss half the time. Don't chase predictions, invest wisely.

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My Barber
Financial Planning, Investing Hao B. Dang, CFA 5/23/24 Financial Planning, Investing Hao B. Dang, CFA 5/23/24

My Barber

Hao Dang recounts a failed 2021 stock tip, emphasizing the risks of casual investment advice compared to professional financial guidance.

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AI From a Philosophical Perspective
Financial Planning, Investing Hao B. Dang, CFA 5/22/24 Financial Planning, Investing Hao B. Dang, CFA 5/22/24

AI From a Philosophical Perspective

Gemini's AI image snafu highlights the ethical minefield of AI development. From filtering out bias to preventing manipulation, philosophical insights are crucial for building responsible AI.

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Everything You Need to Know About Google Life Insurance & Death Benefits
Financial Planning, Investing Consilio Wealth Advisors 5/21/24 Financial Planning, Investing Consilio Wealth Advisors 5/21/24

Everything You Need to Know About Google Life Insurance & Death Benefits

Get the details on the Google life insurance and death benefits that factor into your compensation package here.

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The Almighty S&P500
Financial Planning Hao B. Dang, CFA 5/13/24 Financial Planning Hao B. Dang, CFA 5/13/24

The Almighty S&P500

Even when the S&P 500 outperforms, diversification in your portfolio is crucial. Learn how balancing large and small-cap stocks can enhance your investment strategy.

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The Not So Shiny Appeal of Gold
Financial Planning, Investing Hao B. Dang, CFA 5/8/24 Financial Planning, Investing Hao B. Dang, CFA 5/8/24

The Not So Shiny Appeal of Gold

Gold's reputation as a safe haven investment might be overstated. Learn why gold's high volatility may not be worth the reward.

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What is Google ETP and Should You Opt In?
Financial Planning, Investing Consilio Wealth Advisors 3/21/24 Financial Planning, Investing Consilio Wealth Advisors 3/21/24

What is Google ETP and Should You Opt In?

What do you need to know about the Google ETP? Let us guide you to make the decision that is right for your portfolio and investment strategy!

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Investing Using Slogans
Investing, Financial Planning Hao B. Dang, CFA 3/1/24 Investing, Financial Planning Hao B. Dang, CFA 3/1/24

Investing Using Slogans

Investing gurus love throwing around catchy phrases, but do they translate to real results?

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What if AI is a Dud?
Investing, Financial Planning Hao B. Dang, CFA 2/26/24 Investing, Financial Planning Hao B. Dang, CFA 2/26/24

What if AI is a Dud?

The recent run up of Artificial Intelligence (AI) and AI adjacent companies has caught the attention of many types of investors.

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Why We Invest as if We Don’t Know, Part Deux
Financial Planning Hao B. Dang, CFA 1/29/24 Financial Planning Hao B. Dang, CFA 1/29/24

Why We Invest as if We Don’t Know, Part Deux

What if I told you that 2023 was not only one of the best years for stock market performance, but it was also historically one of the least volatile markets on record?

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Simplified Form 709 Instructions
Financial Planning Consilio Wealth Advisors 1/23/24 Financial Planning Consilio Wealth Advisors 1/23/24

Simplified Form 709 Instructions

What should you know about Form 709 instructions? Walk through the process in this quick guide!

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Predictions Sure to Be Wrong - 2024 Edition
Financial Planning Hao B. Dang, CFA 12/21/23 Financial Planning Hao B. Dang, CFA 12/21/23

Predictions Sure to Be Wrong - 2024 Edition

At the beginning of the year, I published my predictions that I knew would be wrong. I wasn’t admitting I was going to be wrong as a hedge, but I know that predicting the future is a fool’s game and I’m here for it yet again.

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Giving Up a Dream and Spending It
Financial Planning Hao B. Dang, CFA 11/20/23 Financial Planning Hao B. Dang, CFA 11/20/23

Giving Up a Dream and Spending It

As US savings rates drop, consumers spend beyond inflation rates, neglecting the future costs of delayed retirement, reliance on government aid, and potential housing crises.

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IRS Announces Contribution Limits for 2024
Financial Planning, Tax Planning Consilio Wealth Advisors 11/13/23 Financial Planning, Tax Planning Consilio Wealth Advisors 11/13/23

IRS Announces Contribution Limits for 2024

The IRS has released the new contribution limits for retirement accounts beginning in 2024. How much can you contribute to max out your accounts?

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Why Diversified Portfolios Are Not Keeping Up with the S&P500
Financial Planning Hao B. Dang, CFA 11/10/23 Financial Planning Hao B. Dang, CFA 11/10/23

Why Diversified Portfolios Are Not Keeping Up with the S&P500

Discover why the S&P500 is outperforming diversified portfolios in 2023, driven by the unexpected influence of a few tech giants.

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Long-Term Care Insurance – Protect Your Loved Ones and Retirement
Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 9/18/23 Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 9/18/23

Long-Term Care Insurance – Protect Your Loved Ones and Retirement

Long-term care insurance (LTC) is a type of insurance that helps cover the cost of long-term care services, such as those provided in a nursing home, assisted living facility, or at home.

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What High Income Earners Need to Know about the Secure 2.0 Update for 401(k) Catch-Up Contributions
Tax Planning, Financial Planning Consilio Wealth Advisors 9/7/23 Tax Planning, Financial Planning Consilio Wealth Advisors 9/7/23

What High Income Earners Need to Know about the Secure 2.0 Update for 401(k) Catch-Up Contributions

Learn more about the IRS announcement that they will be delaying some of the Secure 2.0 Act that impacted retirement savings of high-income earners. 

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Your Wealth, Your Terms: How to Coordinate Estate Plans with your Investment Accounts
Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/8/23 Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/8/23

Your Wealth, Your Terms: How to Coordinate Estate Plans with your Investment Accounts

When you create an estate plan, you are creating a roadmap for how your assets will be distributed after your death. This plan often includes a will, a trust, living will and beneficiary designations for all of your assets.

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Simplifying Asset Allocation, Location and Tax-Efficient Investing
Tax Planning, Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 7/7/23 Tax Planning, Financial Planning Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 7/7/23

Simplifying Asset Allocation, Location and Tax-Efficient Investing

Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to balance risk and return.

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“Letting Go of Losers”
Financial Planning Hao B. Dang, CFA 6/28/23 Financial Planning Hao B. Dang, CFA 6/28/23

“Letting Go of Losers”

In the investing universe, there are winners and losers every day. When a trade a occurs, there’s a buyer and a seller. The price movement will determine who won the trade. Price moves up, the buyer wins and vice versa.

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