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Today we are diving into a question that doesn’t come up as often as it should: How do I personally invest? This is a crucial question that any prospective client should ask. Are you…
Retirement Planning for Self-Employed & 1099 Employees – Listen to the full episode on the Podcast! iTunes | Spotify | iHeartRadio | Amazon Music | Castbox Today we are addressing a critical topic for self-employed business owners, Independent Contractors and 1099 employees:…
If you’re a Southwest pilot, you recently received many needed changes to your benefits package through the Contract 2020. The introduction of the SWAPA Market-Based Cash Balance Plan (MBCBP) has piqued the interest of…
Dollar Cost Averaging – Listen to the full episode on the Podcast! iTunes | Spotify | iHeartRadio | Amazon Music | Castbox Investing can be a daunting task, especially with the myriad of strategies available and the constant fluctuations in the market….
Understanding the Yield Curve: Trends and Implications When it comes to finance and economics, the yield curve is a crucial concept that often garners significant attention. Despite its complexity, understanding the yield curve can…
In the realm of “safe” investments, U.S. Treasuries hold a paramount position. These securities, issued by the federal government, are often considered the gold standard for low-risk investments. Their history dates back to the…
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Recent Posts
Market downturns can be nerve-wracking. When stocks dip, it’s easy to feel like you should hit pause on any big financial moves. But what if a downturn was actually an opportunity? If you’ve been…
The idea of early retirement is appealing to many, but for physicians, it often feels out of reach. Despite earning high incomes, many doctors struggle to step away from their careers at an earlier…