Smart Money Conference – Recap

Chris Hogan rocked it again at the Smart Money Conference in Des Moines on October 17th! We were honored to help sponsor the event!  It was amazing to see the thousands of people come to learn about a plan for dumping debt, building wealth and developing a clear vision for their family’s financial future. Great … Continued

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Global Markets React to the Trump Win

Some major indices retreat after the news, but others advance. News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around the world, most major indices did not suffer alarming losses. While the Nikkei 225 sank 5.36% overnight, the Shanghai Composite slipped 0.62%, … Continued

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Is Early Retirement For Everyone?

Retirement In Sight July 2016   “When I let go of what I am, I become what I might be.” – Lao Tzu THE ADVANTAGES OF A HEALTH SAVINGS ACCOUNT Why do people open up Health Savings Accounts in conjunction with high-deductible insurance plans? For one, HSAs are funded with pre-tax income, and grow untaxed. Distributions out … Continued

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The Untold Story Behind Saudi Arabia’s 41-Year U.S. Debt Secret

How a legendary bond trader from Salomon Brothers brokered a do-or-die deal that reshaped U.S.-Saudi relations for generations. Original Article: http://www.bloomberg.com/news/features/2016-05-30/the-untold-story-behind-saudi-arabia-s-41-year-u-s-debt-secret  May 30, 2016 By: Andrea Wong @MsAndreaWong Failure was not an option. It was July 1974. A steady predawn drizzle had given way to overcast skies when William Simon, newly appointed U.S. Treasury secretary, and his … Continued

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Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year … Continued

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