Tag Archive: Taxes

May 23

Maturing Financial Goals: Change Can Be Good

Today’s post shares insights about goal setting and how those goals change as you mature and priorities shift.  Carl Richards, author of “The Behavior Gap” shares his thoughts about this cycle of ever changing goals and how priorities drive change.    Give Your Goals Time to Grow Up by Carl Richards   In the U.S., …

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Mar 21

Should You Be Worried About Cyprus?

   Ah Cyprus, you little island country in the Mediterranean.  Why are you putting up such a fuss?  Not all headlines matter to your portfolio.  To give you some perspective, the GDP of Cyprus is approximately $25 Billion.  The GDP of North Dakota is about $37 Billion.  It is estimated that 50% of the deposits …

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Mar 06

Tips for Minimizing Sequestration’s Impact on Personal Finances

  Now that “Storm Sequester” has hit, potentially cutting billions from the federal budget, Americans are experiencing different levels of its impact. Some are right in the storm’s eye, enduring hard and immediate effects. Others are experiencing the sequester as a bout of bad weather that they need to plan around. For most Americans, however, …

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Feb 22

Wealth Management Insights: 2013 Economic Outlook

Wealth Management Insights: 2013 Economic Outlook is a presentation of Bell State Bank & Trust’s Wealth Management division. This presentation is presented by Greg Sweeney, our Chief Investment Officer and Investment Committee Chairman, and Michael B. Hardy, our Senior Investment Strategist and Portfolio Manager.     Video Highlights: Presentation by Greg Sweeney: Chief Investment Officer …

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Feb 09

How Emotional is Your Portfolio?

How Emotional is Your Portfolio is a recent post by Carl Richards at Behavior Gap.  Carl shares insight into a problem that is easy to overlook yet causes so many mistakes.  From individuals holding onto portfolios comprising of 100% Enron stock to, more recently, holding onto concentrations of British Petroleum only to watch a rig explode …

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