Tag: finance
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What’s the Tech Stock Tea? What Can the Past Say?
11/6/26 You may have noticed, certain indices took a hit. I know it’s all over my social media feed; headlines about market declines, investors reacting to uncertainty, and account balances moving in the wrong direction. I would like to bring up where my thoughts go. Overall, technology and artificial intelligence-related stocks took some of the…
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What Can You Control When the Market Is Unpredictable?
11/5/26 The financial headlines lately show just how quickly the conversation can change. One day the outlook seems positive; the next, there’s concerns about inflation, interest rates, global events, or economic uncertainty. Even investors are questioning what comes next. The truth is, nobody knows exactly what the market will do tomorrow, next month, or even…
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What If Your Money Didn’t Have to Take Every Market Hit?
11/4/26 When in a meeting with me, you may hear me use a phrase claiming that zero is our hero. I want to deep dive into what I mean by that. The market has had bad years, that is without question. We hear a lot about how investments can grow when the market is doing…
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What Happens to Your Money When the Market Takes a Dip? Are You Prepared for the Comeback?
10/30/26 Think about how hard you work to save and invest your money. Whether it’s putting money away from every paycheck, building your retirement savings, or trying to make your money work for you, the goal is usually the same, see it grow. What about when the market takes a turn and some of that…
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Has Your Advisor Told You About the Difference Between Average Return vs. Actual Return?
10/29/26 Let’s say someone tells you their investment averaged a 10% return over the last few years. Sounds pretty good, right? But if you asked how much their account actually grew, would the answer be the same? Not exactly! And this is where people can get confused when it comes to investing. This is something…
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Protecting Your Money From Market Losses Is a Thing?
10/27/26 When people talk about investing, the conversation usually focuses on how much money you can make. Something that is just as important though is the honest consideration of what happens to your portfolio when the market goes down. Building wealth isn’t just about finding ways to grow your money. It’s also about understanding the…
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What Does Leaving a Financial Legacy Look Like?
10/19/26 When you hear the words financial legacy, what comes to mind? Maybe it’s leaving money to your children, owning a home, or having enough saved to help your family in the future. I used to think a financial legacy was something you built over your lifetime and left behind when you’re gone. But the…
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Are You Bad With Money, or Did Nobody Just Ever Teach You?
10/16/26 Maybe you have a job, pay your bills, and try to save when you can, but you still feel like you’re missing… something. I was here. I would hear people talk about investing, retirement accounts, and financial planning, and still feel like they were speaking a different language. The more I learned about personal…
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What Do Today’s Headlines Mean for Your Portfolio?
10/15/26 There’s just something about the news lately. Headlines about inflation, interest rates, stock market swings, and uncertainty about the economy. It can feel overwhelming! Especially when you have money invested and you’re trying to figure out what any of it means for your money. Being invested in the market can feel like an emotional…
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What Drives Most Outcomes in Financial Planning?
10/09/26 Financial planning is more than just saving money or investing for retirement. It is about understanding your current financial situation, setting realistic goals, and creating a plan to reach them. According to Investopedia, financial planning involves managing expenses, preparing for unexpected events, and making informed decisions about saving, investing, insurance, and protecting your wealth.…
