10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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What Should You Do if the IRS Calls? Hang Up, then Report.

It seems as though one of the many nuisances of modern life are calls from people who purport to be from the IRS: they call to say you are in serious trouble, your wages and bank accounts are about to be garnished, and that the only way to avoid this happening is by immediately wiring […]

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Investors, Check Your Frame of Reference to Avoid this Risk

Real Risk to your Portfolio isn’t the Ups and Downs When it comes to investing in the stock market, the risk that everybody talks about is the ups and particularly the downs, the bearish periods when the market falls dramatically and keeps falling for months or even years. (Think 2000–2002 or 2008–2009.) The real damage […]

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On ‘Alternative Investments,’ Be Aware of Risks

“If it sounds too good to be true, it probably is.” Though you’ve probably heard that many times, it’s still a good reminder when considering alternative investments. Caution is always advisable when investing, yet when it comes to these ‘opportunities’, extra due diligence is needed. Here’s why: these loosely regulated investments can be risky, lack […]

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Invest Like a Woman: Advantages to Women’s Natural Strengths

Originally published in the North Bay Business Journal Everyone is looking for an edge when it comes to investing. Who knew gender could be a factor? Often it is the male who professes more interest in finance and investing, but it turns out the female brain’s innate affinity for “connecting and protecting” has some advantages. […]

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