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financial advisor richmond financial planning General Planning

Are IPOs a good investment?

February 27, 2024 financial advisor richmond financial planning

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 risks to their portfolios. 2021 saw the most IPOs this century, with over 1000 IPO’s occurring in that year alone – more than double the …

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Death of the 60/40 Portfolio?

September 29, 2023 financial advisor financial advisor richmond

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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Mistakes Your Financial Advisor Can Prevent

August 4, 2023 financial advisor financial advisor richmond

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 ...