Topics
Topic:
Client Services
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The Best Homeowners Insurance Companies in Florida (2023)
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Evensky & Katz / Foldes
Expert Advice on Home Insurance in Florida
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Ultimate Guide to Wills and Why They Are Important
Expert Insight on Setting Up a Will
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The Emotional and Financial Aspects of Divorce: Navigating the Journey
Divorce can be one of life’s most devastating events and can trigger a grieving process similar to mourning a death. While the financial planning and legal aspects of divorce are crucial, the emotional side is often overlooked. For some, divorce may bring a sense of relief, especially if the marriage was unhappy or abusive. It…
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Mind Over Market: The market will provoke you, how will you respond?
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…
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Talk Your Chart | Through Rose-Colored Glasses: Searching for Certainty in a Complex Market | Episode 58
Join Brett and Marcos in Episode 58 of Talk Your Chart as they discuss trillions in money market funds, the impact of elections on the market, and the importance of personal safety margins. Dive into CD and Treasury rates, economic projections, and trends in workforce participation. Tune in for a comprehensive look at current financial…
