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Why Emotions Cause Investors to Fail

By Curt Stowers | June 14, 2024 | Comments Off on Why Emotions Cause Investors to Fail

If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…

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Cash Out Your Stock Options?

By Curt Stowers | June 7, 2024 | Comments Off on Cash Out Your Stock Options?

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds.  While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

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Should You Hire a Financial Planner?

By Curt Stowers | May 31, 2024 | Comments Off on Should You Hire a Financial Planner?

If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost.  Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible.  And that is great advice that…

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Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 | Comments Off on Making Sure You Can Collect a Paycheck in Retirement

You’ve spent the last thirty-plus years of your life building a nest egg.  You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible.  As the last person leaves the room from the retirement party, several…

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