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Amin Dabit, CFP®

ETFs vs. Mutual Funds: What’s the Difference?

ETFs vs. Mutual Funds: What’s the Difference?

When constructing an investment portfolio, you’ll probably include a variety of stocks and bonds among the securities you purchase. Stocks and bonds can be purchased individually or as part of a bundle of securities known as a mutual fund or an exchange...
The Current Housing Market – Rent or Buy?

The Current Housing Market – Rent or Buy?

Most people think that location plays the biggest role when considering buying a house – and they wouldn’t be wrong. After all, location impacts the area’s amenities, as well as property value. But what about beyond location in terms of surface value...
Your Guide to Annuities: Is an Annuity Right for You?

Your Guide to Annuities: Is an Annuity Right for You?

Many people are familiar with savings accounts, 401(k)s, and other types of retirement planning — however, if you ask them what an annuity is, you will probably get some shrugs. Annuities can provide guaranteed income throughout retirement, which...
Do You Know Your ETFs From Your Index Funds?

Do You Know Your ETFs From Your Index Funds?

Invest with Us & Get 2 Months of Free Advisory Service or an iPad* The differences between investment vehicles can be confusing for many investors. For example, exchange traded funds (ETFs) and index funds (a type of mutual fund) can be a source of...
Which Tax Documents & Financial Records Should You Keep?

Which Tax Documents & Financial Records Should You Keep?

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. If you’re like many Americans, you may be breathing a sigh of relief now that “tax day” has come and gone. You may also be wondering how long...
Emotions in Times of Volatility

Emotions in Times of Volatility

Following last week’s 5.2% decline, which was one of the worst weeks we’ve seen for two years, the Dow, S&P, and Nasdaq are up 4% for the week and posted the best weekly gain we’ve seen since 2013. Housing starts rose 9.7% in January, passing analyst...
Happy Holidays (and Some Tax Reform)

Happy Holidays (and Some Tax Reform)

The Dow, S&P, and Nasdaq all finished slightly lower on Friday, but higher for the week. President Trump signed the new tax bill, which slashes the corporate tax rate to 21% from 35%. The Dow & S&P posted gains for the fifth straight week. New...
What Do You Want to Be Remembered For?

What Do You Want to Be Remembered For?

It’s a question that most people face at least once in their lives. Perhaps it’s the adventurous sense of spirit that takes you to all corners of the earth. Or maybe it’s the incredible kindness you show to your loved ones. But what about the impact you want...
Some EOY Tax Items to Consider

Some EOY Tax Items to Consider

The Dow, S&P, and Nasdaq all finished the shortened trading week with strong weekly gains, S&P closed above 2,600 for the first time in anticipation of a strong holiday shopping season. Tech stocks advanced 1.8% this week, leading all other sectors....