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Blog

Man with glasses leaning against a wall
John Keener | Aug 1, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Businesswoman looking at her phone
John Keener | Jul 1, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Row of townhomes
John Keener | Jun 1, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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colleagues gathered around talking
John Keener | May 1, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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John Keener | Apr 20, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Wall Street Wealth Management | Jun 23, 2020

Retirement Planning

Retirement
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety.
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Wall Street Wealth Management | Jun 23, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive.
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Wall Street Wealth Management | Jun 23, 2020

How to Look for Investing Opportunities During the COVID-19 Crisis

Investments
COVID-19
With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between.
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