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David DeWitt, CFP®: Nov 29, 2021
Before the holiday season kicks off, focusing on some year-end portfolio housekeeping will set you up to be positioned for 2022. While the Grinch (or certain senators) came for the Build Back Better Act, the price tag is still well over a trillion...
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David DeWitt, CFP®: Nov 24, 2021
The primary role of a financial advisor is creating a diversified portfolio that has the potential to meet your long-term goals. But the most...
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David DeWitt, CFP®: Nov 21, 2021
One of the easiest ways to understand stablecoins and their purpose is by thinking of traditional finance. For example, let’s say that you own stocks...
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David DeWitt, CFP®: Nov 18, 2021
“It takes as much energy to wish as to plan” – Eleanor Roosevelt Owning your own home isn’t just about creating your dream of personal space – it’s...
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David DeWitt, CFP®: Nov 13, 2021
Google searches for “cryptocurrency” hit all-time highs in May.1 A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group,...
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David DeWitt, CFP®: Nov 10, 2021
Determining your portfolio goals and your risk tolerance is the first step in creating an investment strategy. The next step is to deploy the...
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David DeWitt, CFP®: Nov 4, 2021
The expansion of prices in the housing market combined with record-low interest rates means that families across the country are growing their net...
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David DeWitt, CFP®: Nov 2, 2021
Emergency borrowing always has a high cost. Credit cards charge 20%. Early 401(k) withdrawals come with a 10% early withdrawal penalty on top of...
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David DeWitt, CFP®: Oct 31, 2021
Building a Balanced Portfolio The first step in creating a balanced portfolio is to realize that the “balance” doesn’t refer to the investments...
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David DeWitt, CFP®: Oct 29, 2021
When thinking about your career, it might seem odd to make comparisons to a sport. But when you zoom out and look at the similarities, they’re more...