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7 Year End Financial Planning Considerations

Dec 1, 2016
Categories
Investing
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family...
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When In Doubt, Ask Yourself: "Why Am I Invested This Way?"

Nov 22, 2016
Categories
Investing
There are many opportunities to question our investment choices. We probably do this when we review our financial...
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Change, While Sometimes Uncomfortable, Is Inevitable

Nov 10, 2016
Categories
Financial Planning & Wellness
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For...
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The Three-Step Investment Process

Nov 1, 2016
Categories
Investing
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more...
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Identifying Ineffective Leadership

Oct 27, 2016
Categories
Financial Planning & Wellness
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that...
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Alert: Read the Fine Print!

Oct 13, 2016
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors...
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Alert: Read the Fine Print!

Oct 13, 2016
Alert: Read the Fine Print! As independent financial advisors, we don’t represent any one firm, strategy or product. So...
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Find Your Financial Health Fitbit

Sep 27, 2016
Tracking #1-540496 Find Your Financial Health Fitbit I wonder how many people in the world now own a fitbit, or some...
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7 Reasons Why Net Worth Should Be Your Financial Health Barometer

Sep 15, 2016
Categories
Business Owners & Entrepreneurs
Financial Planning & Wellness
Video #1-535590 We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so...
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3 Strategies to Consider When the Market Drops

Sep 8, 2016
Categories
Investing
#1-532768 “What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat &...
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Is Your Financial Plan a Strategic Plan?

Aug 25, 2016
Categories
Financial Planning & Wellness
I was at a conference this week, where there were many different financial advisors listening to many industry leaders...
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4 Major Questions for Owning Property Out of State

Aug 12, 2016
Categories
Real Estate
#1-525382 So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that...
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

 

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