The Importance of Goal Setting as it Relates to your Portfolio
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice three practices working together to add
The Difficulty of Timing the Market Most people who try to time the market are just fooling themselves, says Prof. Ken French. Here he explains what
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you
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