Monthly Archives :

June 2015

T.D. Ameritrade AdvisorClient Mobile App
150 150 Mia

If you have a T.D. Ameritrade account managed by Northstar and an iPhone, you now have the ability to view your real-time account balance, positions and transaction history on your…

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Tax Planning: Low-Basis Assets
150 150 Mia

In converting new clients’ investments to low-cost, highly diversified portfolios, we usually need to liquidate some or all of the clients’ existing assets, which often times results in realization of…

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All-Terrain Investing
150 150 Mia

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In…

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What Kids Can Teach You About Fianance
150 150 Mia

Many times the best advice is the simplest advice, and who better to dispense simple wisdom than children? Adapted from Navy Federal Credit Union’s website and an article on wisebread.com,…

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