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3 Wealth Building Strategies & Why You Should Start Today

3 Wealth Building Strategies & Why You Should Start Today

by Joseph Davis, EA, CDFA® | Sep 28, 2017 | Financial Literacy, Investing, Real Estate

Building wealth is challenging & makes life interesting – Enjoy three tips to help you build wealth.

When Good Markets Go Bad

When Good Markets Go Bad

by Joseph Davis, EA, CDFA® | May 16, 2017 | Financial, Investing, Investments

Good markets will always, eventually, go bad. With preparation, planning and professional financial counsel, that doesn’t have to be true of your portfolio.

How Much Cash Should You Keep?

How Much Cash Should You Keep?

by Joseph Davis, EA, CDFA® | Oct 6, 2016 | Financial Literacy, Investing, Investments

Keeping cash under a mattress may be an outdated idea, but it’s important to include cash or cash alternatives in your financial strategy. The amount of cash you need — and where to keep it — depends on your situation.

The British Are Leaving! Why the Brexit Matters to Investors

The British Are Leaving! Why the Brexit Matters to Investors

by Joseph Davis, EA, CDFA® | Jul 13, 2016 | Investing

Brexit-related anxiety could continue to spark market volatility until the details are finalized and the economic fallout is better understood, possibly for several years. Having a sound investing strategy that matches your risk tolerance could prevent you from making emotional decisions and losing sight of your long-term financial goals.

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