Wealth Management Blog

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Financial Tips for High-Level Executives

Financial Tips for High-Level Executives

Addressing Financial Friction and the External Pressures and Expectations of Your Managers.   One of my favorite niches to work in is the transportation industry. Due to my many years of experience as an executive for UPS, I have in-depth knowledge of the...

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Restoring Time for the Busy Executive

Restoring Time for the Busy Executive

“Time is free, but it is priceless. You can’t keep it, but you can spend it. Once you’ve lost it, you can never get it back.” Harvey MacKay Life and finances—they intersect in pretty significant ways for most of us. For the busy executives out there, the two can...

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The Election is Over…Now What?

The Election is Over…Now What?

Were you suffering from pre-election panic and tempted to make some emotional decisions with your portfolio? It was a common occurrence in early November, and the post-election panic has now set in to make matters even more emotionally charged. I get calls all the...

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How to Avoid Pre-Election Panic as an Investor

How to Avoid Pre-Election Panic as an Investor

Everything will change after the elections…how many times have we heard that over the past few months? While some take comfort in the fact that there will likely be some changes (hopefully for the positive) after the election, others are panicking. This is especially...

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Is the Pandemic a Retirement Killer?

Is the Pandemic a Retirement Killer?

We’ve been living in some pretty strange times during the past six months. It’s likely that 2020 has changed your life in some significant ways and it’s easy to start having doomsday thoughts about what this means for your retirement. Those at all stages of their...

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