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What Could The Swings In Equity Prices Be Signaling?

Submitted by LWM | Linden Wealth Management LLC on May 19th, 2020

Higher Volatility Can Lead To Higher Future Returns

In an interesting set of tables, BlackRock shows how periods of high volatility often lead to higher future returns.

Tags:
  • investment management, financial planning,risk management
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Lower Risk, Potentially Higher Returns

Submitted by LWM | Linden Wealth Management LLC on December 10th, 2019

Low Volatility.  A New Type of Fund.

It's not often that you get to "have your cake and eat it too."  In some respects, that's exactly what's happening with low volatility investment funds.  

Tags:
  • investment management, financial planning,risk management
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Before you eat that turkey, check out these numbers

Submitted by LWM | Linden Wealth Management LLC on November 27th, 2019

Pre-Holiday Economic Releases

I'm sure you're more than ready to tune out the markets, work, and all of that other stuff and begin celebrating Thanksgiving with friends and family.

Tags:
  • investment management, financial planning,risk management
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Year-End Planning Strategies

Submitted by LWM | Linden Wealth Management LLC on November 6th, 2019

Year-End Tax and Retirement Planning Strategies

Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.

Tags:
  • investment management, financial planning,risk management
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What's Retirement Readiness?

Submitted by LWM | Linden Wealth Management LLC on October 31st, 2019

Are You Ready?

Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.

Tags:
  • investment management, financial planning,risk management
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How To Save One Million Dollars

Submitted by LWM | Linden Wealth Management LLC on October 28th, 2019

How To Save One Million Dollars

Want to save $1 million for retirement?  Think that's not enough, and the figure should be higher?  Look at the following chart.  It shows how much you need to save monthly based on when you plan to retire and your investment's rate of return.

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Earnings Mixed, Stocks Generally Higher

Submitted by LWM | Linden Wealth Management LLC on October 24th, 2019

Earnings Have Been Mixed With Stocks Generally Higher

So far, third-quarter earnings results have something for everyone.

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How Successful Couples Build Wealth

Submitted by LWM | Linden Wealth Management LLC on October 22nd, 2019

How Successful Couples Build Wealth

When it comes to achieving financial goals, supporting one another, and building wealth, successful couples operate as a team.

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SALT Deduction Cap Lives On

Submitted by LWM | Linden Wealth Management LLC on October 3rd, 2019

SALT Deduction Cap Lives On

Unfortunately, for those of us who live in a high tax state, the federal courts on September 30, dismissed the challenge to the $10,000 cap on the federal state and local tax (SALT) deduction.  

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Staying The Course Is Typically Best

Submitted by LWM | Linden Wealth Management LLC on August 27th, 2019

As an independent RIA, I draw from a variety of valuable resources including TD Ameritrade, Vanguard, among others.  A lot has been written about market volatility, and the effect it can have on an investor's psyche.

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