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Financial Planning
Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early
No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...
Have Equity Compensation? 4 Things To Watch Out For Before Year-End
Equity can add complexity to your financial situation. You don’t want to be caught off guard by a surprise tax...
5 Things You Probably Didn’t Know About SRI But Should
The call to action for climate and social change is louder than ever. Government oversight is growing, companies are focusing...
What Tech Employees Could Gain From Financial Planning Advice
Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...
7 Financial Planning Myths and Truths
Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...
Portfolio Theatrics: Surviving Market Volatility
There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...
When to Hire a Financial Advisor
Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...
How a Financial Advisor Can Make Your Life Better
Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...
Benefits of a Great Financial Advisor
This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...
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