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Tag: investing

Presidential Elections financial advisorfinancial advisor richmondfinancial planner
Presidential Elections – Stay the Course

Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too often to the most dangerous phrase in investing –“but this time it’s different.” Most investors want reasonable returns — to be compensated for the risk …

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Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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60/40 Portfolio financial advisorfinancial advisor richmondfinancial planning
Death of the 60/40 Portfolio?
News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. ...
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Financial Advisor Estate Planningfinancial advisorfinancial advisor richmond
Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...
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artartinvestingfinance
Investing in Art Using Masterworks® – is it Worth the Hype?
Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as ...
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economyfinancial planningGeneral Planning
What You Should Think of Economic and Market News
Anyone following financial news in the first eight months of 2022 hasn’t had much to be happy about. It can help to clarify what some ...
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