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Posts — Category: Investment Strategies

Financial Advisor vs Fiduciary vs Financial Planner: Learn The Difference
Figuring out who to trust with your money can be a bit overwhelming. With titles like financial advisor, fiduciary, and financial planner floating around, it’s easy to think they all

Stay Ahead: Retire Well Despite Low Interest Rates
Interest rates play a pivotal role in shaping financial landscapes, and their impact on retirement is no exception. When the Federal Reserve lowers or maintains low interest rates, it directly

The Rule of 72 Explained: Double Your Investments Faster
The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount

Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio
Defensive investing is like putting your money in a suit of armor—it’s a strategic approach focused on minimizing risk and preserving capital, perfect for those who prefer to steer clear
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Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest

Two Heads, One Account: The Perks & Pitfalls of a Joint Brokerage Account
A joint brokerage account lets two or more people manage investments together. Whether you’re a couple, siblings, or business partners, this type of account helps you pool resources and simplify

Fortify Your Wealth: The Smart Investor’s Guide to Safe-Haven Assets
Safe-haven assets are vital yet frequently underestimated components in the investment world, providing a protective barrier for your portfolio amidst economic downturns. These assets have an impressive capacity to remain

How Wealthy Retirees Leverage Debt to Invest More & Save Time
Want to supercharge your investment returns? Debt leverage could be the secret weapon you’re missing. In this article, we’ll break down exactly what debt leverage is, explore the types of debt that can