The 4 Levers of Financial Planning

Financial Planning can be very complicated. To help everyone I work with, I’m always trying to simplify the process. In my experience, there are 4 high level factors which determine your probability of success.

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Recapping the 2017 Economy in 6 Graphs

The end of 2017 marks the 102nd month of this historic bull market (the 3rd longest since 1900). Interestingly enough is we’re 9 years removed from the “great recession.” Still, many consider this the least-loved bull market ever.

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