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Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025. Charts are available for download here.
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Swinging for Success: How Golf Strategies Can Sharpen Your Investment Game
Introduction: Bridging the Gap Between Golf and Investing What do Tiger Woods and Warren Buffett have in common? A strategic, disciplined approach to their respective fields. Golf and investing may seem like two entirely different activities, but they share striking similarities that can provide valuable insights for anyone looking to improve their financial acumen. Both…
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Mastering Retirement Plan Contributions: Common Pitfalls and Best Practices
Retirement plan contributions are a crucial part of any company’s benefit plan operation and managing them effectively can be a complex and overwhelming task. With intricate processes and numerous compliance requirements, errors can easily occur. This guide breaks down common pitfalls, explores how automation can simplify the process, and outlines best practices to ensure compliance…
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Avoiding the Regret Gap: Financial Strategies for High Earners
Regret—it’s something everyone feels at some point. But for high earners, the stakes are often much higher. The financial decisions you make (or don’t make) can carry a significant emotional toll. The “regret gap” represents this emotional cost, the sense that past decisions have cost you more than they should have. As you navigate the…
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New Year, New Wealth: Fitness-Inspired Lessons for Financial Success
It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…
