2024 Budget Special

  There is a lot to digest from the Budget but our main message is Don’t Panic! There is no need for knee jerk reactions. We will research the announcements and continue…

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What is risk in retirement?

  With his permission, let me retell you a story about a client, Jim. Jim is 62, newly retired, and he and I agreed that the biggest risk in retirement…

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Winning at tennis and investing

  Roger Federer winning at tennis is eerily similar to you winning at investing – just watch the short video below to find out: Credit to Dimensional Fund Advisers for…

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