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Quarterly Market Review – First Quarter 2022
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Jan. – Mar. 2022.
What is Conservative Investing?
True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!
Are You Ready to Take the Pill?
Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!
You Have to Start with a Goal – Investing in 12 Pictures
But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.
Capital Gains Tax: Think Creatively When Selling an Investment Property!
Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!