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Blog Guides

Make your money work for you

Learn how to navigate the financial market and your investments with integrity, care, and thought.
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Quit Letting Recency Bias Dictate Your Investment Strategy

Quit Letting Recency Bias Dictate Your Investment Strategy

Recency bias makes investment shoppers miss out on some tremendous bargains. Imagine the following scenario. You are shopping at a fashion boutique and that cute sweater catches your eye.  It is that same sweater that you saw last time for $150.00, but now it is on clearance. The price has come down 80%. It is now only $30.00… Wow! You inspect it; it isn’t damaged.  You still like it; so, you...

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7 Reasons You Should Transfer Your Retirement Plans When You Change Careers at 40

7 Reasons You Should Transfer Your Retirement Plans When You Change Careers at 40

I heard you got a new job and are about to change careers at 40. Congratulations! My hat is off to you. You have worked for this moment. After countless networking events… You’ve held several interviews (oftentimes with the interviewer being wet behind the ears) And now finally, after what seems like an eternity, of searching and striving...  You are embarking on a new journey A new career… A...

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3 Reasons I Am Excited During This Down Market

3 Reasons I Am Excited During This Down Market

We are in the midst of a down market, and I am excited about it. Look, I know you are likely worried about your portfolio. There is uncertainty, and the headlines are frightening. Inflation has run amuck, and your investments are losing value. You've worked hard for your money, and so have I. And now, you might find you have lost more in your investments than you earned at work. You are...

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Investing In Stagflation: Are The 70s Back?

Investing In Stagflation: Are The 70s Back?

Investing in stagflation is getting a ton of press these days. And many investors of today were not alive let alone invested in the stock market the last time we went through a period of anemic economic growth coupled with runaway inflation.  As a result, there is fear. We really don’t think we will see the US revisit this less-than-golden time. We have learned from history how to avoid this...

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An Improvement in Production Technology Will Continue to Decrease Inflation

An Improvement in Production Technology Will Continue to Decrease Inflation

Will an improvement in production technology get inflation under control? Inflation, Inflation, Inflation… It is everywhere. You feel it at the pump. It screams at you at the grocery store We are all feeling the pinch… And, now, the Federal Reserve tells you to expect more “pain” as they try to tame it. Prognosticators are suggesting that we might be entering an era of low economic growth...

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7 Reasons You Should Transfer Your Retirement Plans When You Change Careers at 40

7 Reasons You Should Transfer Your Retirement Plans When You Change Careers at 40

I heard you got a new job and are about to change careers at 40. Congratulations! My hat is off to you. You have worked for this moment. After countless networking events… You’ve held several interviews (oftentimes with the interviewer being wet behind the ears) And now finally, after what seems like an eternity, of searching and striving...  You are embarking on a new journey A new career… A...

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Feeling the Pinch? Don’t Make These 4 Financial Mistakes

Feeling the Pinch? Don’t Make These 4 Financial Mistakes

Feeling the pinch?  Well, I believe nobody said it better than Bob Marley "Don't worry, bout a thing... 'Cuz every little thing gonna be alright" But... I get it! It takes twice as much to fill up your gas tank as it did a year ago. There is sticker shock on every shelf in the supermarket. The Federal Reserve Chair tells you to expect “some pain” in the future. And retirement seems like an...

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Market Timing Does Not Work For These 3 Reasons

Market Timing Does Not Work For These 3 Reasons

I know it is tempting to try to be and expert in market timing, and try to sit this market out for a while, but what actually happens to investors? When the market is up...  we buy, buy, buy! And, when the market is down…  we sell, sell, sell!  The market is in turmoil, and volatility is extremely high. For most of us, this time of turmoil makes many want to sit the market out and wait, but…...

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