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Investing
1031 vs. 721 Exchanges: Strategies for Real Estate Exit Planning
Both 1031 and 721 exchanges are valuable tools—but the right fit depends on your financial goals, time horizon, and appetite for active property management.
Jun 133 min read
The 3-Bucket Strategy for Retirement: A Simple Framework for Income
When it comes to building a sustainable income plan in retirement, managing risk and access to funds becomes just as important as...
Jun 53 min read
How Small Businesses Can Benefit from Offering a 401(k) Plan
For many small business owners, retirement planning tends to focus on their own future—but what about creating retirement opportunities...
May 123 min read
The Value of Tax Loss Harvesting and Rebalancing During Volatility
In the world of investing, market volatility can be both a challenge and an opportunity. Two strategies that savvy investors use to...
Apr 296 min read
3 Questions to Ask Before Hiring a Financial Advisor
Choosing a financial advisor is a meaningful step toward building a confident and intentional financial future. Whether you're preparing...
Apr 183 min read
The Power of Dollar Cost Averaging
When it comes to investing, timing the market can feel like chasing a moving target. Market highs and lows can be unpredictable and...
Apr 93 min read
How to Use ETFs and Modern Portfolio Theory to Build a Diversified Portfolio
Building a well-balanced investment portfolio requires more than just picking individual stocks. Investors who want to optimize their...
Mar 204 min read
Modern Portfolio Theory: How to Optimize Your Investment Portfolio
Investing is not just about picking the right assets—it’s about how those assets work together to achieve an optimal balance of risk and...
Mar 173 min read
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