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Building a successful business creates opportunities—and increasingly complex financial decisions.
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Happy New Year! As one year ends and another begins, it’s interesting to think about what goals you have and have not accomplished. Sometimes we achieve all of the goals we set for ourselves, and other times we haven’t quite reached them yet. We challenge you to think of 3 big goals for your 2018. […]
This week, I want to discuss the importance of accountability. As I mentioned last in my last post, when it comes to your goals for this year, you should be doing 3 things: write them down, make them measurable, and have a support system to hold you accountable for those goals. It’s one thing to express […]
“How much should I be saving for retirement? Is there a certain percentage of my income that I should be saving?” These are questions that I am asked frequently. The answer is simple: it is different for every person. Everyone has their own unique situations, different needs for retirement life, and has different incomes. What […]
The market rises and the market falls- it will never be perfectly consistent. Based on research for the Dalbar study, it was discovered that there is a significant gap between the S&P 500 and investor returns that lead to the question, “Why is this gap present?” This gap is caused by a current behavior of investors […]
With this weeks topic being the importance of financial plans, I wanted to share with you this study that was done in June of 2016. The Vanguard Alpha Study discusses what is helping investors and why it is crucial to have a financial plan. Every day, I see people making quick and irrational decisions regarding their investing and […]
There’s a famous quote that says,”If you want to go fast, go alone. If you want to go far, go together.” Many people have no problem doing things on their own, but imagine how much more you could do if you had a great team surrounding you. An article from The Meaning Movement has some […]
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