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Here’s what we will cover during your consultation:

  • Analyze current investment portfolios and interest bearing accounts
  • Determine if you are on track for your goals
  • Provide recommendations on how your investments may be improved and
    your interest rates maximized
  • Make recommendations on your optimal investment mix



Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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You and your money deserve more!