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What Is the Difference Between a Wealth Manager and a Financial Advisor?

Posted on April 25, 2025 Written by Jennifer Davis, CFP

Wealth Manager Cartoon

Safeguarding and building your family’s private wealth can be intimidating, especially if you shoulder most of the burden. Even if you’re ready to enlist professional assistance, knowing where to start can itself prove challenging. This is especially …

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What Sustainable, Passive Wealth Investment Looks Like

Posted on February 28, 2025 Written by Jennifer Davis, CFP

Have you been thinking of how to earn more income with minimal effort involved? If yes, then passive wealth is an ideal solution for you. Keep in mind there may be times when you will have to put in some effort upfront before generating passive …

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7 Ways to Start the Year Financially Strong

Posted on January 31, 2025 Written by Jennifer Davis, CFP

7 Ways to Start the Year Financially Strong

After what felt like one of the longest years ever, 2021 is finally here. There’s no denying that 2020 was a challenge. While there’s still a lot of uncertainty as we enter the new year, there are things you can do to help ensure your financial …

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The Private Wealth Guide: 4 Pillars For Wealth-Building

Posted on December 6, 2024 Written by Jennifer Davis, CFP

The Private Wealth Guide: 4 Pillars For Wealth-Building

Though there’s some truth to the adage “money can't buy happiness,” research suggests it can buy you peace of mind and financial freedom. One of the many perks of accumulating private wealth while you’re young is retiring early and spending your peak …

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A Wealth Advisor’s Guide to Digital Asset Investments

Posted on November 8, 2024 Written by Jennifer Davis, CFP

A Wealth Advisor’s Guide to Digital Asset Investments

Investing was once limited to stocks being purchased in companies. Over the years, investing has evolved to a variety of options, which include digital assets. When hearing the term “digital assets,” cryptocurrency may be the first thing that comes …

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A Crash Course On Options Trading for Wealth Investment

Posted on October 11, 2024 Written by Jennifer Davis, CFP

Trading for Wealth Investment Post

For investors who want an alternative to the stock market for wealth investment, stock options trading might be a good choice. The complexities of stock options can be overwhelming initially, but it becomes easier to understand once you learn a few …

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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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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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