Insights

Preparing For The Great Risk

Preparing For The Great Risk

Preparing For The Great Risk There's not much we can predict about the stock market eb and flows. Rather, we have to prepare for the risks that come...

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It Is ALL Noise

It Is ALL Noise

It Is ALL Noise It is difficult to be a long-term, goal-focused, plan-driven investor if you have access to television, the internet, or email. We...

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What Is Financial Planning?

What Is Financial Planning?

What is financial planning all about? We (Nic & Jeff) are goal-focused, planning-driven, long-term equity investment advisors. We are here to...

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Preparing For The Great Risk

The Idea of Risk & Return

The Idea of Risk & Return Is it possible that we have been thinking about risk & return our entire life incorrectly?   Higher risk equals...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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