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Lose Your Concentration: How To Protect Yourself from Single Stock Risk
The emotional and financial benefits of diversifying out of a hefty single stock position.
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Investing
The Key Ingredient to a Balanced Portfolio
When I’m not busy reviewing client investment portfolios or researching fund options, in my spare...
Building Wealth
How Much Money to Put in Your Emergency Fund
Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for...
Plan For Life
What You Need to Know About Estate Planning
Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one...
Investing
Our Advice in a Stock Market Swoon
We know that when markets drop it can be hard to stomach. As our Co-Chief Investment Officer, Peter...
Building Wealth
The Top Five Benefits of Investing in a 401(k)
On average, Social Security replaces around 40% of income for retirees, and even less for high...
Plan For Life
Zestimate Your Home Value in BrightPlan
Your home is one of the biggest investments you’ll ever own, and that makes it a key part of your...
Building Wealth
The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?
There are usually two ways to get to where you’re going, right? One may be the direct route on the...
Achieving Goals
BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year
Sometimes it has to get personal to force thinking outside the box. Marthin De Beer had become...
Building Wealth
The Most Common 401(k) Mistakes People Make - And How to Fix Them
As a Retirement Plan Advisor for Plancorp, I spend a lot of my days talking to retirement plan...
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