Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling
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How much do you have set aside for gift-giving?
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I’m going to let you in on a little secret. Investment advisors are human.
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At this point, you have found a financial advisor who can help you with your questions and concerns. Now is the time to find out how much they will cost. A
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Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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We continue the series on how to find a financial advisor. Today we’ll whittle down your list.
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In the world of financial planning there are many designations used, but there are three which I hold in the highest regard.
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People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one.
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While no doubt artificial intelligence (AI) is plotting, Terminator-style, to eliminate us humans, currently it can be quite useful…and quite problematic.
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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