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Peyton Manning and your investments | Aaron Katsman Financial Blog

PEYTON MANNING AND YOUR INVESTMENTS

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It's Super Bowl Weekend. After nearly two weeks of incessant…
CLEANING UP AN INHERITED PORTFOLIO | Aaron Katsman Financial Blog

SHOULD YOU "SELL IT ALL"?

  Global stock markets are selling off quickly. The price…
Managing Finances After Death of a Spouse | Aaron Katsman Financial Blog

Managing finances after death of a spouse

It's hard enough to deal with the loss of a spouse on an emotional…
Tips to ride out volatile markets | Aaron Katsman Financial Blog

YOUR INVESTMENTS: TIPS TO RIDE OUT VOLATILE MARKETS

One thing we have lost, that we had in the past, is a sense of…

RISING INTEREST RATES: LOOK AT HIGH-YIELD DIVIDEND STOCKS

Market pundits including yours truly, have been talking about…
Are you a conservative investor? | Aaron Katsman Financial Blog

ARE YOU A CONSERVATIVE INVESTOR?

When meeting with prospective clients I try and get a feeling…
Educating children about money | Aaron Katsman Financial Blog

HANUKAH: EDUCATING CHILDREN ABOUT MONEY

Hard to believe but in a few days the holiday of Hanukah begins.…
Portfolio adjustments for year-end | Aaron Katsman Financial Blog

YOUR TAXES: PORTFOLIO ADJUSTMENTS FOR YEAR-END

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 Whether you have realized gains or losses in your portfolio,…
MOVING HOMES AND YOUR RETIREMENT PORTFOLIO | Aaron Katsman Financial Advisor

SHOULD YOU BORROW MONEY TO INVEST?

As stock markets have fallen sharply, many investment professionals…
Study the past for a rosy future | Aaron Katsman Financial Blog

SHANA TOVA: STUDY THE PAST FOR A ROSY FUTURE

I like the dreams of the future better than the history of…