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Value Creation Blog

7 Investment Disasters You Need To Avoid

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The main reason you want to hire an investment/wealth manager is to help you avoid investment disasters, if possible.  If you look at the research firm Dalbar, you’ll see that too many investors make the same mistakes and as a result, get a return that’s much lessthan the market.

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Topics: financial planning, wealth management, Investment Planning


You Always Have To Pay Yourself First

investment_G19mSIvd.jpgIf you ever want to retire, you must think about how you're going to save for retirement.  Here's some articles for around the web we found that are important as you think about ever being able to retire.

The problem you're probably facing is retirement is a long way off.  If you think that's true, think again.  I've seen far too many people, hopefully not like you who think they have plenty of time.  You're going to find that twenty and even thirty years goes by like a blink in time.  Really, you need to think about retiring today even though your retirement is thirty or forty years in the future.

Read the following two articles.  I think you'll find some good advice in both.

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Topics: retirement, Investment Planning, Saving for retirement


What Is A Fiduciary And Why Should You Care?

One of the raging arguments in the financial services business is whether advisors like those of us at Stage 2 Planning should act as fiduciaries with you, our clients.  As you'll learn in the video below a fiduciary as a legal obligation to put their client's interest first.

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Topics: Investments, Fiduciary, Investment Planning, investment management video


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