Inflation and Its Impact on Markets and Portfolios

Inflation and Its Impact on Markets and Portfolios

  • February 22, 2024
  • jamie@arbollc.com
  • 0 Comments

In the ever-evolving world of finance, staying abreast of economic indicators is crucial...

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Lessons from 2023’s Five Worst S&P 500 Stocks

Lessons from 2023’s Five Worst S&P 500 Stocks

  • February 22, 2024
  • jamie@arbollc.com
  • 0 Comments

As the rollercoaster of financial markets in 2023 came to a close, certain...

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How Portfolio Diversification Can Be Sweet Like a Box of Chocolates

How Portfolio Diversification Can Be Sweet Like a Box of Chocolates

  • January 22, 2024
  • jamie@arbollc.com
  • 0 Comments

In the world of investing, risk and reward go hand-in-hand. To help manage...

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Taxation of Investments

Taxation of Investments

  • January 1, 2024
  • jamie@arbollc.com
  • 0 Comments

It's nice to own stocks, bonds, and other investments. Nice, that is, until...

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LPL Financial Research Outlook 2024: A Turning Point

LPL Financial Research Outlook 2024: A Turning Point

  • December 12, 2023
  • jamie@arbollc.com
  • 0 Comments

In 2024, LPL Research believes markets will make a definitive turn to a...

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Dos and Don'ts for Investing During the Holidays

Dos and Don’ts for Investing During the Holidays

  • November 29, 2023
  • jamie@arbollc.com
  • 0 Comments

In the world of investing, the "holiday effect," as it is often referred...

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Ways to Minimize Tax on an Investment Portfolio

Ways to Minimize Tax on an Investment Portfolio

  • October 23, 2023
  • jamie@arbollc.com
  • 0 Comments

Although we are all obligated to pay our fair share of taxes, few...

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What Is a CERTIFIED FINANCIAL PLANNER™ Professional

What Is a CERTIFIED FINANCIAL PLANNER™ Professional

  • September 26, 2023
  • jamie@arbollc.com
  • 0 Comments

A CERTIFIED FINANCIAL PLANNER™ professional, or CFP® practitioner, is a financial professional who...

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Staying on Track with Your Retirement Investments

Staying on Track with Your Retirement Investments

  • July 27, 2023
  • jamie@arbollc.com
  • 0 Comments

Investing for your retirement isn't about getting rich quick. More often, it's about...

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Six Keys to More Successful Investing

Six Keys to More Successful Investing

  • July 27, 2023
  • jamie@arbollc.com
  • 0 Comments

A successful investor maximizes gain and minimizes loss. Though there can be no...

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