Your fees feed not only our families but also good causes.
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"Don't leave any money on the table. I'm not a big fan of consumer debt. We recommend a fairly robust emergency fund of cash."
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You have positioned yourself to survive an economic downturn, U.S. debt downgrades and even a custodial transition (TD to Schwab). We have been and still are
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First Generation Wealth includes people who are first in their family to start earning or saving 6 or 7 figures.
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The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills
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“When I write these letters, it was never meant to be a political statement…they were written to identify long-term issues to our long-term investors.' Larry
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"Anything you can do to make yourself financially healthy and have that grow in a great way; to make yourself physically healthy, to make your mind healthy
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Investing to turn a profit while adding attention to our shared climate, societal and other various risk factors is how we handle portfolio sustainability.
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The next few months and into the Summer may see the most volatility (up and down) for the year but your investment strategy was built for volatility.
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People often ask me if our clients are calling us “all of the time” because of the market volatility (ups and downs). I surprise them by saying you are not.
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February showed up to crash the economic party. Why the constant volatility [up and down]? Blame A.I..
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The best quote I heard about the markets (and the economy) this week was, “If you’re not confused, you don’t understand what’s going on.”
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