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Helping You Make
   Informed Decisions

         Financial Planning Blog

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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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Some Good Habits to Start 2019

Review your annual expenses and establish a spending plan for the coming year. Evaluate your spending habits over the past year and identify a few areas where you are over spending. Develop a plan to reduce spending in the areas you have targeted.

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Investing in a Volatile Market

Diversify across a wide variety of investments to help buffer against market volatility. Reduce your risk by diversifying across different companies, municipalities, industries, and geographical areas.

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