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Are you a “hands-on” investor?

John Zezini

The investment world can be complex — so you may not want to navigate it alone. But when it comes to getting professional advice, you certainly have an abundance of choices. How can you know which approach is right for you? The answer depends, to a large extent, on how you choose to work with […]

No Comment / July 12, 2012 | Posted in Business Columns | Read More »

Work toward your own financial Independence Day

John Zezini

Once again, Independence Day is here, bringing fireworks and barbecues. Of course, the 4th of July is more than hoopla — it’s a time to reflect on the many freedoms we enjoy in this country. Yet, for many people, one important type of freedom — financial freedom — is still elusive. So you may want […]

No Comment / July 02, 2012 | Posted in Business Columns | Read More »

Don’t fall victim to investment ‘biases’

Iain Marshall

If you’re like most people, you go through many complex thoughts and emotions when choosing investments. In fact, a field of study called “behavioral finance” is devoted to understanding why people make their investment decisions. As part of their work, behavioral finance researchers examine “biases” that affect people’s investment selections. And as an individual investor, […]

No Comment / June 26, 2012 | Posted in Business Columns,Cameron Park Life | Read More »

Automatic investing can pay off for you

Iain Marshall

To achieve investment success, you don’t have to start out with a huge sum or “get lucky” by picking “hot” stocks. In fact, very few people actually travel those two routes. But in working toward your investment goals, you need to be persistent — and one of the best ways to demonstrate that persistence is […]

No Comment / May 29, 2012 | Posted in Business Columns,Cameron Park Life | Read More »

Financial focus: Gen X’ers must juggle a variety of financial issues

John Zezini

If you’re part of “Generation X” — the age cohort born between the mid-1960s and the early 1980s — you’re probably in one of the busiest phases of your life, as you’re well into your working years and, at the same time, busy raising a family. But just as you’re “multi-tasking” in your life, you’ll […]

No Comment / May 24, 2012 | Posted in Business Columns | Read More »

529 plan can help with college funding and estate-planning considerations

John Zezini

Now that another school year is drawing to a close, your young children are a step closer to the day when they’ll be heading off to college. Of course, as you’re probably aware, higher education doesn’t come cheap — and the costs seem to continuously climb. You can help your children — or even your […]

No Comment / May 10, 2012 | Posted in Business Columns | Read More »

This Mother’s Day, think of lifetime financial moves to help kids

Iain Marshall

If you’re a mother, you’ll probably get some nice cards and flowers on Mother’s Day. But of course, your greatest gifts are your children themselves. And since you want to see them happy and financially secure, perhaps you can use this Mother’s Day as an opportunity to consider ways to help your children at various […]

No Comment / April 26, 2012 | Posted in Business Columns | Read More »