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Mid-Year Money Moves: 5 Rebalancing Questions to Strengthen Your Financial Plan
Q: What is portfolio rebalancing, and why does it matter? A: As markets move, your investment mix drifts. Rebalancing brings it back in line—so your…
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4 Common Myths About Independent Advisors- Debunked
Myth #1 MYTH: “Independent advisors aren’t as secure as big-name firms.” FACT: Your money is held by trusted third-party custodians like First Clearing or…
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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…
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FAQs By Small Business Owners for Financial Advisors
Q: Do entrepreneurs use financial advisors? Answer: Entrepreneurs of all levels use financial advisors to manage cash flow, investment strategies, tax planning, and business growth….
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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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The Power of International Networking
Nano Tools for Leaders® are fast, effective leadership tools that you can learn and start using in less than 15 minutes — with the potential to significantly impact your success as a leader and the engagement and productivity of the people you lead.
Tax Policy Outlook
In a recent fiscal year, a significant $1.7 trillion budget deficit has prompted discussions about US fiscal policy. Suggestions for future measures include spending cuts or potential tax adjustments around 2026.
SECURE 2.0 Act: 529 to Roth IRA rollover
While 529 account holders diligently stow funds away for a child’s education with good intentions, sometimes fate has different plans. What happens if the beneficiary pursues an alternative career or goes to a fiscally friendly school?
Joe Zidle: Friedman’s Lag Suggests Vigilance
Economist Milton Friedman’s “long and variable” lag could, along with current household and corporate debt dynamics, help explain the economy’s muted reaction to this hiking cycle.
