Recent Career Articles

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Judy was a busy entrepreneur, focused on achieving success in her business and creating a large Free Market retirement plan so she could eventually retire and be financially independent. Her goal was to retire in fifteen years. Trouble was brewing, however ...   

Heather called our office. She and her husband wanted to move their portfolio to “three buckets” of fixed income, so they would no longer have any volatility in their portfolio. They would split up their money into three groups of bonds, each with different maturity dates and different interest rates.  

If someone tells you to change your investment portfolio because the market has changed, you definitely should NOT listen to that person!  

Eli and Hilda didn’t want to leave a mess for their children, but they just could not bring themselves to get their legal documents completed. They went to the estate planning attorney and got all their questions answered and documents drafted. Then they brought the documents home to read over and to sign. But as the weeks dragged on, they did not sign the documents.

Do you know what effect you want to have on the world? Do you know the true purpose for your life? Before you start investing, you need to know your values and beliefs in order to establish your goals. Then, your life decisions will be easier to make: Each decision needs to be consistent with your beliefs, so you will feel satisfaction and contentment.  

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