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Master Your Financial Future: A Guide to Effective Personal Cash Flow Planning
Mar 19, 2024 | General, Smart Financial Tips
Personal cash flow management is the foundation of financial stability for businesses and individuals. Managing personal cash flow involves...
Nvidia Frenzy and the Fear of Missing Out
Mar 8, 2024 | General, Investing
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
3 Reasons Your Tax and Financial Advisors Should Work Together Closely
Feb 20, 2024 | General, Smart Financial Tips
Most people go solo at the beginning of their financial journey. When your income is straightforward and investments are minimal, it’s easier to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
Feb 13, 2024 | General, Investing
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
5 Benefits of Personal Financial Planning (& How to Do It)
Feb 1, 2024 | Smart Financial Tips
Personal financial planning can be an intimidating topic. Everybody wants to be in a good financial position, but not everyone knows how to get...
Nurturing Financial Wellbeing: 6 Good Financial Habits to Adopt this Year
Jan 19, 2024 | Smart Financial Tips
Whether you take your resolutions seriously or just want to adopt healthier financial habits, this one is for you. Just as a balanced diet and...
High-Net-Worth Financial Planning: Who It’s For, Why It’s Valuable, and How to Do It
Jan 12, 2024 | Smart Financial Tips
If you’re considering high-net-worth financial planning, you’ve probably already accumulated significant assets. While that’s a major milestone in...
Fourth Quarter 2023 Market Overview
Jan 8, 2024 | Investing, Quarterly Market Summary
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
Jan 4, 2024 | General, Investing
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
8 Essential Pieces of Financial Advice for Widows
Dec 21, 2023 | Financial Planning for Widows, Women & Wealth
Losing a spouse is one of the hardest things anyone can experience. It’s a distressing, overwhelming, and uncertain chapter of life. Widows are...
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