LATEST POSTS
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What is an Individual account?
Only one account holder/only one signer. Also commonly referred to as a ‘Taxable’ account. No other documentation is required to open, just the application and proper identification.
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What are the financial risks I should think about when making an investment?
Equity (Stock) Risk, ETF and Mutual Fund Risks, Fixed Income Risks, Credit Risk, Duration Risk, Interest Rate Risk, Liquidity Risk, Reinvestment Risk, Index Investing Risks, Master Limited Partnerships (MLPs) Risks, QDI Ratio Risks, Real Estate Investment Trusts (REITs) Risks, Failure to Implement, Financial Risk, Company Risk, Core + Satellite Strategies Risk, Inflation Risk, Market Risk,…
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What we do?
Financial Planning There are 3 (three) approaches to financial planning – single issue, multi-purpose or comprehensive. Your CERTIFIED FINANCIAL PLANNER™, will determine which approach best meets your financial needs, goals and objectives and based data-gathering information. Here are specialized services our CERTIFIED FINANCIAL PLANNER™ based on the CFP Board of Standards offers: investment planning…
