3 Common Investor Mistakes During Election Years
Investing during an election year can be tough on the nerves. 2020 promises to be no different. Politics can bring out strong emotions and biases. Investors would be wise to put these aside when making investment decisions. Benjamin Graham, the father of value...
How Women Can Overcome Financial Obstacles in the Workplace
Women experience unique financial obstacles and need custom solutions. This is the third article in a series on Women Investors. You’re probably familiar with the studies showing the gender pay gap, that women are paid 10 to 20% less than men for the same jobs....
What Your Daughter Needs to Know About Personal Finance
Despite our best efforts, people still think of finance as being the man’s domain. The truth is that everyone needs to understand personal finance, so they can manage their money the right way. Even those who choose a wealth manager or financial planner to handle...
Women and Finance
A four-part series of the challenges that women face when it comes to planning for a secure financial future and investing to make that plan happen. This is the second article in a series on Women Investors. The statistics are sobering - over 80% of women will be...
How to Build An Ideal Retirement Plan
Retirement is arguably the largest saving goal you’ll have in your life. While saving for your golden years may not always seem like a top priority, it can creep up on you — fast.Retirement planning requires a strong strategy to support the goals and dreams you have...
How Does the Coronavirus Outbreak Affect the Market?
As Chinese authorities deal with a rapidly spreading coronavirus, investors are raising questions about the potential impact on global economic growth and the financial markets. While much is still unknown about the extent of the outbreak — and, crucially, how long it...
The Importance of Comprehensive Financial Planning
Contrary to what you may have been told in the past, financial planning is so much more than simply crunching numbers and filing taxes to the IRS. A comprehensive plan can uncover wealth, reveal new opportunities and show possible pitfalls. Financial planning is a...
Should You Get A Second Opinion From a CFP?
In almost every industry and nearly every aspect of life, it is common to seek out second opinions. They help you decide if you are getting the best value for the services that you are paying for. Second opinions are especially helpful when making important,...
3 Ways A Financial Advisor Can Transform Your Business
A business financial advisor can help you avoid costly mistakes and maximize your business returns. How can a business financial advisor do this? Business professionals live busy (occasionally hectic) lives consisting of hundreds of meetings, client requests, sales...
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