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4 Fund Fees Every Investor Should Know
Understand what you’re paying to invest, and the options available to you.
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Building Wealth
What to Do With Your Old 401(k)
When you land a new job, you get to leave a lot behind. Your old boss, your stapler, and sometimes...
Building Wealth
Your 2018 Year-End Financial Checklist
Do you like “Year-End” lists? Best movies of the year, top songs of 2018, cutest animals. We like...
Achieving Goals
BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)
One of the first things I noticed when I started to work in this industry is how hard it is for the...
Investing
Stock Market Correction Update
Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline...
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...
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