◀ The Principal Blog

Posts from the ‘Value Add’ category

You Need to Achieve Real-World Outcomes



Given the choice, many investors would love to invest their money, set it, and forget it until retirement. Safe in the knowledge it would always be growing at a nice, steady pace. As we know, life has a tendency to throw us (and our investments) curveballs—one of the biggest in recent times was…

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What Does Your Tax Return Say about You?



Taxes—ugh. The very thought of them can make a lot of us feel stressed, especially as tax time approaches. But there’s a silver lining. By looking at some of the details of your tax return, you can learn a lot about yourself as an investor. And you might even find ways to save on taxes in the…

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