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Blog

What Are Meme Stocks & Are They Smart Wealth Management?

Posted on August 16, 2024 Written by Jennifer Davis, CFP

Meme stocks have caused a lot of commotion in the market recently, but these investments come with enormous risk. Over the past few years, meme stocks have garnered considerable attention in the news and online forums. This emerging fascination with …

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Why You Should Choose a Registered Investment Advisor (RIA)

Posted on July 19, 2024 Written by Jennifer Davis, CFP

Registered Investment Advisor Coins

In the complex world of investment, it can be difficult to keep up with the constantly shifting markets. Whether you’re planning for retirement, building a college fund, or trying to grow your finances—investment is a crucial part of reaching your …

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What Is a Family Office?

Posted on June 21, 2024 Written by Jennifer Davis, CFP

What is a family office

All families desire to grow their wealth, share it with causes that matter to them, and ultimately pass it on to future generations. Achieving that can get complicated when you have a high net worth. That’s why many wealthy people emulate America’s …

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5 Things Your Registered Financial Advisor Should Be Doing

Posted on May 24, 2024 Written by Jennifer Davis, CFP

5 Financial Advisor Post

A financial advisor is a person who can help you manage your money and achieve your financial goals, whether they be private or commercial. If you’re searching for such an individual, you’ll quickly learn that there are many out there, including …

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Retiring in Las Vegas: Where to Find a Financial Advisor

Posted on April 26, 2024 Written by Jennifer Davis, CFP

Retiring in Las Vegas

When it comes to picking a retirement location, many retirees dream of living someplace sunny and warm. Considering the population in the Las Vegas Valley has exploded over the past decade from under 2 million people to more than 2.7 million today, …

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How to Find Good RIA Agents Near Me: 3 Things to Look For

Posted on March 29, 2024 Written by Jennifer Davis, CFP

Good RIA Agent Post

Irrespective of your job or how close you are to retirement, life will be better at age 60 the sooner you start investing. Your savings will earn you more money every year if you start investing now. As a result, you will have a head start, make more …

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