Insights: Miscellaneous

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Trend Spotlight – Bank Capital Raising

Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...

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Do You Have Enough Saved to Retire?

“How much do I need to have saved to retire?” That’s the million-dollar question – or perhaps a two-million-dollar question now, thanks to inflation. Of course, what savers really want...

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STRATA in the Community: Austin Humane Society

Approximately 6.3 million animals enter U.S. animal shelters nationwide annually, with about 3.1 million being dogs and 3.2 million being cats. Due to limited space and resources, roughly 750,000 healthy...

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How to Avoid the Early Distribution Tax

Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....

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Mitigating Inflation’s Impact on Savings Rates

Americans are facing a perfect storm that could impact their retirement savings plans. Many investments, from stocks to cryptocurrencies, have been underperforming. At the same time, inflation has hit record...

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Is Your Portfolio Prepared for an Economic Roller Coaster?

If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...

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