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Miles Brown Asset Management

Life should be an adventure. Your financial security should not.

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Historically speaking, no other single type of investment can compete with the returns of stock investing. Even factoring in all the market crashes, adjustments, recessions, etc. Buying, & holding stocks over the long term is the surest route to wealth creation available to the public. Let’s talk more about this type of investment for you, send us a DM to get started. 📷 by @dpmoo

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When you borrow money from a bank or other lending institution, regardless of what it’s for, it will be either a “secured loan” or an “unsecured loan”. The difference between how each type of loan works can have a big impact on the terms of the loan, the rate, and the consequences if you fail to repay the loan. What Is A Secured Loan? Check out my new blog to learn more, link in my bio.

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With fall and winter holidays come promotional emails from businesses encouraging you to spend more. These deep discounts can be tempting, & you may end up purchasing items you don't really need. Go through your email inbox and unsubscribe from marketing emails. When you need to order something online, check a coupon site, like @RetailMeNot, for a promotional offer instead. #MoneyTipMonday

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It’s important to think of retirement savings as a commitment. It’s not something you do with any money you happen to have left over at the end of the month; rather, your savings should be a high priority. Prioritize needs over wants in your spending, and make no mistake: Retirement savings is an absolute need. @forbes at Sausalito, California

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The Miles Brown Asset Management App is here! 📲 The app includes portfolio values, holdings summary, performance reporting, retirement planning calculators & news/market commentary, safe & ready to be used wherever you go!

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‪At #SchwabIMPACT today in DC with my friend Samantha Yalof of BlackRock. Looking forward to learning & connecting with #financial professionals. @charlesschwab at Walter E. Washington Convention Center

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Target one debt first. Pay off the minimum balance on each card first. Focus on one debt at a time. Pay off the credit card that charges the highest interest rate, or make a point to pay off the credit card with the minimal balance first. #MoneyTipMonday

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Would you like to speak with a financial planner about your specific needs? If so, we'd love to hear from you!

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Beginning when you turn 70.5 years old, IRS regulations generally require you to withdraw a minimum amount of money each year from any tax-deferred retirement accounts. If you don’t take enough money out of your accounts, you may have to pay a 50% penalty on the amount not taken. Understanding when and how to take your required minimum distribution is critical to ensuring you avoid future penalties and stay on the right side of your disbursements. How Much Should You Take? Visit my blog, link in bio.

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Our clients are a diverse group of community professionals. From working families to pre & post retiree’s - we’re here to help with different types of financial needs. #MilesBrownAM Photo by @j_larieau at Oakland, California

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As the end of the year approaches, you may be looking at your investment portfolios and are probably beginning to assess how much capital gains tax you’ll have due. Chances are, no matter how much you have invested in equities, some of them increased in value, while others decreased, resulting in a loss. If, across all your equity investments, you made more than you lost, than you should consider tax-loss harvesting. What Is Tax-Loss Harvesting? Learn more, link in my bio.

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If you are really finding it difficult to pay off your debts, then you must renegotiate with your creditors. Contact your creditors and ask them for a new and lower repayment schedule. Most will be willing to work with you. #MoneyTipMonday

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Does Politics Really Influence The Economy And Stock Market? With midterm elections just a few weeks away, politicians of both major parties are promoting all kinds of potential effects on the economy depending on who comes out on top. There’s a common belief in American culture that when Republicans are in power, the rich get richer, and when Democrats run things, the middle class gets a boost. But are those assumptions true? Link in our bio to read more.

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Our retirement planning strategies are based on understanding the quality of life you’d like to have once you’ve retired, and then to work backward from there. It’s important to include all options, including things like Social Security, distributions from retirement accounts (401k), pensions, income from rental property, savings, etc. Once we’ve determined the best course of action, we’ll help keep you on track to meet your goals so that when you’re ready to stop working, you’ll be able to keep living without worrying about money. Get started today, link in our bio.

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We firmly believe that every client that decides to work with us should have as much knowledge about the process as possible. Honesty and transparency are of the utmost importance to us, and we strive to provide our clients with the tools and information they need to make smart choices. #MilesBrownAM Photo by @craigsbeds at New York, New York

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One of the best-kept secrets of the #FinancialPlanning industry has almost nothing to do with stocks, bonds, or retirement accounts. It’s called a Health Savings Account (HSA), and using one can save you thousands of dollars a year in medical costs, and reduce your tax burden at the same time. What Is A Health Savings Account? Learn more on the link on my bio.

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If you don't know where your money is going, you are losing money. Each month, review where your income went and if it is not in line with your financial goals, evaluate what to change. #MoneyTipMonday

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When it comes to investments, we opt not to focus too closely on the daily moves of the markets, and instead look to play the long game. Our goal isn’t to beat the market any one year, but rather to deliver consistent returns for our clients over time. We do not use leverage, margin, or any types of derivatives. Each portfolio is transparent so that you can see clearly what you own. Additionally, every client account is managed separately from one another to preserve the integrity of the plan. Learn more at the link in my bio

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