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Is it Time to Take Cash Off the Sideline?

By |2024-02-15T17:09:39+00:00February 15, 2024|Investment Management, Podcast, Tax Planning|

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult.

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Ep 4: How Bias Affects Your Investing Decisions

By |2022-10-27T13:24:02+00:00March 5, 2020|Her Wealth Matters Podcast|

Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio.

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What Will the Next Market Crash Look Like?

By |2022-10-27T13:25:07+00:00October 18, 2019|Podcast|

We know another downturn in the market is inevitable, but how long will it be until the next ‘crash’ happens? Will it hit us as hard as 2008? We’ll ask J’Neanne to give us her thoughts on the subject and what we can do as investors to prepare ourselves for that day.

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What Is Safe Money?

By |2022-10-27T13:25:10+00:00May 2, 2019|Podcast|

There’s a buzzword in the financial world called “safe money”, but it has many definitions . Everyone wants their money to be safe to a certain extent, but you need to balance risk and safety in your portfolio. There's also a lot of misinformation out there, so J’Neanne shares everything you need to know about safe money.

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