How DFA Investments Can Bolster Your Portfolio
Investing in the stock market can be a great way to grow your wealth over time. However, even in non-inflationary years, it can also be risky. That’s why the prospect of figuring out the best […]
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What, Exactly, Are DFA Investments?
Investing in the stock market can seem daunting. There are countless strategies and asset types to choose from, each with its own set of risks and potential rewards. One strategy that has gained popularity in […]
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The Benefits of Working With a Fee-Only Financial Advisor
There is no shortage of investment advisors to choose from, although the sheer number of options at our disposal can make matters more daunting. Finding the right financial advisor that will act in your best […]
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The Impact Of Life Transitions On Financial Planning
The course of your financial life will be spread out across decades. From whenever you enter the market to when you begin retirement and estate planning, there will be several notable moments. However, these moments […]
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Discovering Your Purpose In Retirement
What determines a successful retirement will depend on the individual. Spending time with family, traveling, or just relaxing are all markers of a successful retirement, although the importance of each will vary depending on the […]
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How To Navigate Market Losses—Especially As A Retiree
So, let me guess, your portfolio was down, at least a little, in 2022? Nobody gets excited about a year rife with market volatility, but they can be especially concerning for those in retirement who […]
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5 Ways To Adjust Your Retirement Plan Annually
Retirement might be a singular event accompanied by a date on the calendar, but retirement planning is an ongoing affair, even years after you leave the office. While your status as a retiree hasn’t likely […]
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How To Create A Financial Plan With Intention
The most discouraging statistic in all financial planning is that up to 80% of financial planning recommendations go unimplemented. That’s correct: investors are spending valuable money and invaluable time to seek and receive recommendations, only […]
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Triad Financial Advisors Launches Their New Website
Triad Financial Advisors is thrilled to announce the launch of our new and improved website! The new site went live on November 21, 2022. The updated look and feel will make it easier to find […]
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The Poverty of Riches
“Some people are so poor, all they have is money.” Bob Marley “It is easier for a camel to go through the eye of a needle than for a rich man to enter the kingdom […]
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The Game-Changing Difference That Intention Makes In Financial Planning
As legend would have it, Rabbi Akiva was journeying homeward to Capernaum, near the Sea of Galilee, enrapt in his study of a particular passage of Scripture as he journeyed. In perhaps the first recorded […]
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Is A Million Bucks Enough To Retire On?
Is a million bucks enough to retire on? In this article, we explore a few financial realities when it comes to what qualifies as “enough.” “Wow, those guys must be millionaires!” I can recall uttering […]
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