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925 Wappoo Road, Suite B. Charleston, South Carolina 29407. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Understanding Today’s Financial Environment. A growing num...

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925 Wappoo Road, Suite B. Charleston, South Carolina 29407. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Understanding Today’s Financial Environment. A growing num...

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Home Page | thomasmasi.com Reviews

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925 Wappoo Road, Suite B. Charleston, South Carolina 29407. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Understanding Today’s Financial Environment. A growing num...

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thomasmasi.com

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Tax | Thomas Masi

http://www.thomasmasi.com/resource-center/tax

925 Wappoo Road, Suite B. Charleston, South Carolina 29407. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

2

Services

http://www.thomasmasi.com/p/our-products-and-services

925 Wappoo Road, Suite B. Charleston, South Carolina 29407. Structured Investing in an Unstructured World. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. FINRA Series 6, 7, and 63.

3

Investment | Thomas Masi

http://www.thomasmasi.com/resource-center/investment

925 Wappoo Road, Suite B. Charleston, South Carolina 29407. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. What Can a Million Dollars Buy You? The Fed and How It Got That Way.

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Rebalancing Your Portfolio | Thomas Masi

http://www.thomasmasi.com/resource-center/investment/rebalancing-your-portfolio

925 Wappoo Road, Suite B. Charleston, South Carolina 29407. Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable setting the target higher or lower. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? Rebalancing is the process of restoring a portfolio to its original risk profile. The second way of ...

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Our Mission

http://www.thomasmasi.com/p/our-mission

925 Wappoo Road, Suite B. Charleston, South Carolina 29407. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. That’s where our firm comes in. Check the background of your financial professional on FINRA's BrokerCheck. Advisory Services offered th...

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925 Wappoo Road, Suite B. Charleston, South Carolina 29407. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Understanding Today’s Financial Environment. A growing num...

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