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Wealth Management Perspective

What Matters Most – Monthly

Is the Bull Market Fading?

Is the Bull Market Fading?

Every time markets turn volatile; people begin wondering if this is it: the end of the bull market. Speculation has been especially dominant, with cryptocurrencies and NFTs getting a lot of attention. Speculative value is only a good investment if what you buy will be...

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5 Common Retirement Investing Myths

5 Common Retirement Investing Myths

You’re investing in your retirement. You’ve read many articles, all giving you new insights and helping you plan. But much of what you’ve read may not be true. There are a lot of myths out there about retirement and here you’ll find a quick guide to five of the most...

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Wondering Whose Investment Advice to Consider?

Wondering Whose Investment Advice to Consider?

Every year, there are plenty of experts making predictions about the following year. But there’s plenty that can’t be predicted, such as a global pandemic that made many of the projections useless. And few forecasts for 2021 incorporated the kind of inflation this...

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Is Your Investment Portfolio Due for a Tune-Up?

Is Your Investment Portfolio Due for a Tune-Up?

You know 2021 was a bullish year, so when you read the title of this article, you may have thought, “Why would I change a thing?” You may be enjoying unprecedented growth in your investment portfolio.   For the most part, taking a long-term view, where you...

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5 Common Retirement Investing Myths

Ask These 4 Questions When Choosing A Financial Advisor

Ask These Four Questions When Choosing a Financial Advisor Choosing a financial advisor can feel intimidating. How do you know whether you can trust someone to handle your investments? You may feel that you don’t even know where to begin to assess whether a financial...

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Worried​​ ​​about​​ ​​how​​ ​​to​​ ​​reduce​​ ​​taxes​​ ​​when​​ ​​transferring​​ ​​wealth​​ ​​to​​ ​​your​​ ​​children?​ ​Get​​ ​​your​​ ​​guide​​ ​​now.​