Investing in AI is thrilling—but it’s not without complexity. Whether you’re eyeing infrastructure, applications, or emerging startups, here are the key things to think about before diving in: Strategic Considerations 1. AI Is Not One…
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The concept of Advisor’s Alpha, popularized by Vanguard, refers to the measurable value a financial advisor can add to your portfolio and overall financial well-being—not by picking hot stocks, but through smart strategies, planning, and…
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What does your dream of financial independence look like? For most, it’s living a life where work becomes optional rather than a daily necessity. However, many mistakenly assume it can only be achieved in retirement….
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Investing over Consumption I have always found Warren Buffett’s principles on investing and his quotes very interesting. I have lived by one, so I thought I would share my experience. Also, I wanted to share…
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Tax Loss Harvesting An often-overlooked strategy is tax loss harvesting, and I can understand why someone would use this strategy. I always believe that the glass is half full and that turning something negative into…
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Here I go again with money moves I’ll make in our family finances for 2025, as this has become an annual topic. Many times, clients will ask how I invest money for my family. That’s…
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What are you doing with your 1.26 billion seconds during your working years? Those 1,262,304,000 seconds—about 40 years—can be used to set up a solid financial foundation for a successful retirement at 65. Here’s a…
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When it comes to retirement savings, withdrawals are often an afterthought after putting all the money you earned during your working life into pre-tax savings buckets, such as 401(k)s, IRAs, Roth 401(k)s, and the like….
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