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Please explore our insights, meant to educate and provoke your thought on financial topics and market trends. We also have a section dedicated to Gerry’s Corner, with interesting articles on a variety of non-technical topics that are a great read.

Seven Smart Financial Planning Tips for 2021

There are a few tips and tricks that can help you get your 2021 finances off to the right start. Read on to discover some of the top financial planning tips you should be following this year....

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What Is a SPAC and Why Is It So Big with the Wall Street Crowd?

A “special-purpose acquisitions company” is essentially a shell company set up by investors, or “sponsors,” with the sole purpose of raising capital through an IPO to eventually acquire another company....

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What to Look for When Hiring Investment Advisors

It’s imperative to your wealth management strategies to have an investment advisor who is qualified and who has stellar and exemplary investment experience accrued for clients....

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GREEN POWER: What Is Renewable Energy and Why Is It So Hot?

Renewable energy, be it in the form of solar, wind, geothermal or hydro, is growing at an exponential rate. According to the International Energy Agency (IEA), renewables reached 30 percent of global electricity generation capacity in 2020....

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Make Estate Planning a Priority in 2021

An effective estate plan ensures the efficient distribution of assets according to your wishes to maximize the legacies to your family or other beneficiaries....

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GREEN IS GOOD: What Is Ethical Investing and Is It Profitable?

Ethical investing holds out the possibility of making money while following your conscience. It is the practice of selecting investments based on religious, ethical, or moral principles....

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Questions to Ask When Choosing an Investment Advisor

Choosing the right Investment Advisor is a big decision that can significantly impact your financial future....

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What Do Financial Advisors Do and How They Can Help You

Financial advisors serve a broad range of clients and a wide field of topics. They are some of the most valuable professionals, and there’s a reason that those who work with financial advisors hold such high regard for them....

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Welcome to the New Dawn: Investing for the Post-Pandemic World

While the COVID-19 pandemic continues to claim lives and constrain economic activity in 2021, there is reason for optimism....

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Nine Situations Where You Should Hire a Certified Financial Planner

Are you going through a major life change? Are you wondering if you need a financial planner? A certified financial planner can provide expert advice in a number of areas, including helping you invest money and your taxes....

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