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Helping You Make
   Informed Decisions

         Financial Planning Blog

Align Your Portfolio with Your Risk Profile Thumbnail

Align Your Portfolio with Your Risk Profile

A portfolio that is well aligned with your risk profile helps you avoid emotional reactions to sudden changes in the market. Too much risk causes stress and worry that often results in the sale of stock mutual funds when they are down. The goal is to set an asset allocation that takes enough risk to meet your long-term goals, while giving you peace of mind to stay the course during rough market conditions.

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Is Identity Theft Protection Worth it? Thumbnail

Is Identity Theft Protection Worth it?

Identity theft protection services cannot prevent identity theft, they monitor your personal information and alert you of any unusual or suspicious activity. There is no way to fully protect your identity, the information needed to compromise your finances is already out there.

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How to Avoid Bad Investments and Financial Fraud Thumbnail

How to Avoid Bad Investments and Financial Fraud

Some indications that you might be dealing with a fraudulent investment include the promise of high returns with little or no risk and claims of historical performance that is overly consistent. It is not realistic to earn high returns without volatility and risk.

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Retirement Mistakes to Avoid Thumbnail

Retirement Mistakes to Avoid

A primary financial goal for most people is to retire comfortably. We look forward to the opportunity to relax, pursue new hobbies, travel and spend time with friends and family. To improve your chances of having a financially worry-free retirement avoid the following pit-falls.

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A Fiduciary is in Your Best Interest Thumbnail

A Fiduciary is in Your Best Interest

An RIA has the fundamental obligation to act solely in the clients’ best interest. A fiduciary must provide his or her clients a duty of undivided loyalty and utmost good faith. Additionally, a fiduciary must disclose conflicts of interest or potential conflicts of interest before and during an advisory engagement.

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