Broker Check

Advisors Say Move Quickly To Lock In Yields Before Rate Cuts

May 23, 2024
“It's never too late to take advantage of higher rates...This is especially useful for young clients trying to build an emergency fund.”

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‘It’s addictive; it’s seductive, and you can destroy your future.’ Keep ‘fun money’ from ruining your investment plan.

February 4, 2023

"My definition of fun money is money you literally use to have fun...That means spending it on an experience like a vacation or a dinner out."

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