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The Intelligent Investor vs Security Analysis: Which Benjamin Graham Book Should You Read First in 2023?

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Benjamin Graham is one of the most influential educators in modern finance. Considered the “Father of Value Investing,” his books The Intelligent Investor and Security Analysis have influenced a whole generations of both professional money managers and novice investors. In fact, after reading The Intelligent Investor, Warren Buffett credits Graham’s influence in shaping his career and investing …

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Finance Gifts: 7 Best Gift Ideas for Stock Traders in 2023

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This year has started off with markets taking center stage. Inflation and the potential, looming recession has taken markets for a wild ride. While short-term trading is no substitute to a long-term investing strategy, it can be an introduction to the market for young, novice investors. Plus, let’s be honest, making a quick profit in …

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Should I Invest the Balance in my Health Savings Account (HSA) in 2020?

Investing, Recommendations, Wealth / By

If you have a qualified High-Deductible Healthcare Plan (HDHP), Health Savings Accounts (HSAs) are wonderful tools to save for future medical costs. With a HSA, your contributions are pre-tax (or tax deductible). Essentially, you won’t owe federal taxes on the income you contribute to the account. Further, you have the ability to invest your balance …

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5 Easy Steps to Transfer a Health Savings Account (HSA) to Fidelity

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If you’re interested in consolidating your investments with one broker, transferring all of your accounts may seem like a daunting task. However, most brokerages provide a seamless way to initiate transfers online. By simply entering your transfer request, providing the broker currently holding your assets, entering your account type and number, your new broker will …

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The Snowball: Warren Buffett and the Business of Life by Alice Schroeder Book Review 2023

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Warren Buffett is one of the most respected businessmen and investors in the world. Buffett’s Berkshire Hathaway owns many well-known companies and has substantial ownership in other renowned institutions. However, Buffett himself tends to shy away from the spotlight. Especially, when the spotlight concerns his personal matters. After all, Buffett has spent decades carefully shaping …

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The 12 Best Gift Ideas in 2023 for Investors or Stock Market Enthusiasts

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Looking for a gift the investor or market enthusiast in your life will love? These gift ideas are great for those whose passions revolve around the stock market! Even if investing is just a hobby, they’ll appreciate the sentiment these gifts provide. This article will provide great gift ideas for anyone who loves stock investing, …

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Betterment: A 2020 Comprehensive Guide to This Revolutionary Robo-Investing Platform

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Founded in 2008 and with over $16.4 billion in assets under management as of April 2019, Betterment provides an online robo-advisor platform that invests in a portfolio of low-cost, exchange-traded funds (ETFs). By answering a series of questions regarding your investing purpose and tolerance for risk, Betterment automatically compiles a portfolio of low-cost ETFs to …

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