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7 Mistakes People Make When Choosing an Investment Advisor
1) They Don’t Define Their Own Goals First. If you’re unclear on what you want—retirement security, tax efficiency, generational wealth—it’s hard to evaluate whether an…
Read the full article >How Investment Diversification Helps Protect Wealth
Did you know that investment diversification is one of the simplest ways to protect your investments from market swings? Think of it as *not putting…
Read the full article >2024 Tax & Contribution Deadlines
*Cottonwood Wealth Strategies does not provide tax or accounting advice. Content is for informational purposes only. Neither the information expressed in this content constitutes…
Read the full article >4 Reasons to Add Private Investments to Your Portfolio NOW
In today’s market, savvy investors are looking beyond stocks and bonds to build wealth strategically. Private investments offer unique advantages that can elevate your portfolio:…
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Avoid These 5 Retirement Planning Mistakes
1) Starting Too Late. Embracing retirement planning early on enhances your ability to grow your savings effectively and eases financial pressure in the later stages…
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Why Choose an Independent Fiduciary?
When planning your family’s financial future, your decisions have a significant impact on your legacy, lifestyle, and future generations. Choosing the right advisor is crucial….
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