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Helping You Make
   Informed Decisions

         Financial Planning Blog

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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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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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