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A financial professional focusing on "big picture" investing and financial planning concepts. A registered investment advisor, speaker and contributor to sites such as Seeking Alpha.
Financial Situation
8 months ago no Comment

It starts with that uneasy feeling in the back of your mind that not everything is perfect. Then, you start feeling uneasy or anxious any time you see that bank statement, credit card statement, or your latest 401k or investment account update. In almost every situation, people will typically wait too long in order to […]

Investment Savings - 401K Plan
8 months ago no Comment

For most people, their 401k plan will represent their second largest asset after their home, and, most certainly, their largest retirement savings tool.   Unfortunately, those very same people will likely spend more time planning their vacations or researching their next vehicle purchase, than they will planning for their retirement and managing their investments. Here […]

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