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Financial focus: Maximize the benefits of your charitable giving

Iain Marshall

It’s certainly the season for giving — and when you make charitable gifts, you can both give and receive. To get the most out of your gifts, your first step is to make sure you are giving to a worthy charity. That means you’ll need to ask some questions. How does a group measure its effectiveness? […]

No Comment / November 23, 2015 | Posted in Business Columns | Read More »

Financial focus: Avoid emotional investment decisions

Iain Marshall

What’s the biggest obstacle to your ability to invest successfully? Is it the ups and downs of the financial markets? Political events? The fact that you weren’t born rich? Actually, the chief hurdle you face is something over which you have control: your own emotions. Your emotions can lead to a variety of ill-advised investment […]

Comments Off / October 27, 2015 | Posted in Business Columns | Read More »

Financial focus: Beware of scary inhabitants of the investment world

Iain Marshall

In just a few days, witches, zombies and vampires will be converging on your house, asking for candy. As is the case every Halloween, you’ll likely be merely amused over the sight of these costumed characters. But in other areas of life, such as the investment world, you may need to watch out for some […]

Comments Off / September 23, 2015 | Posted in Business Columns | Read More »

Financial focus: No secrets to investment success

Iain Marshall

Many people look for the “secrets” to investment success. Is it timing the market just right? Is it finding those hot stocks or getting in on the “ground floor” of the next big thing? Actually, these types of moves have little relevance to the vast majority of investors — even the most successful ones. So […]

Comments Off / August 26, 2015 | Posted in Business Columns,Cameron Park Life | Read More »

What should you know about establishing a trust?

Iain Marshall

You don’t have to be a CEO or multimillionaire to benefit from a trust. In fact, many people gain advantages from establishing one — so it may be useful to learn something about this common estate-planning tool. Why would you want a trust? For one thing, if you have highly specific wishes on how and when […]

Comments Off / July 29, 2015 | Posted in Business Columns | Read More »

What are your excuses for not investing?

Iain Marshall

We all make excuses. Most of the time, they’re pretty harmless. But you could be hurting yourself if you make excuses for not taking action in some areas — and one of those areas is investing. Not investing, or not investing enough, can have serious consequences. In fact, a lot of people are poorly prepared […]

Comments Off / July 01, 2015 | Posted in Business Columns | Read More »

“Step-by-Step” Approach Can Ease Estate-planning Process

Iain Marshall

Like many people, you may enjoy investing. After all, it can be invigorating to put away money for your future, follow the performance of your investments and track the progress you’re making toward your long-term goals, such as a comfortable retirement. However, you might be less excited about doing estate planning, dreading the perceived time, […]

Comments Off / May 28, 2015 | Posted in Business Columns | Read More »