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Financial Education and Advice

In-depth insight into investment best practices and more.

After tuning in to The Wise Investor Show, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.

Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.

The Strength of The Wise Investor Group Thumbnail

The Strength of The Wise Investor Group

Our team is the strongest it has ever been and we continue to invest in people, technology and services, to provide you with the best possible financial solutions. We look forward to growing with you and your family for the next 20 years…and beyond.

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Financial Factors in Home Renovations Thumbnail

Financial Factors in Home Renovations

If you’re renovating to upgrade your home, you’ll want to invest in amenities that you can enjoy long-term. If you’re renovating to sell a home or improve an investment property, you’ll want to focus on minimizing costs while increasing value. The expense needs to be balanced against your goals.

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We Respect the Message of the Markets Thumbnail

We Respect the Message of the Markets

Not too many expected the worst December for the U.S. stock markets since 1930 to give way to the strongest overall first quarter performance in almost three decades! Corporate fundamentals such as earnings and revenue growth rates inform long-term investment outcomes, but over shorter periods of time, investor sentiment usually determines market direction.

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 Don’t Panic: Why You Should Ride Out the Waves of Market Volatility Thumbnail

Don’t Panic: Why You Should Ride Out the Waves of Market Volatility

If you look at the New York Stock Exchange’s advance/decline line between December 2018 and February 2019, you’ll see a dramatic V shape. In periods of volatility like this, it’s a challenge not to react to the short-term market swings and remain true to your long-term investment goals. But if investors want greater returns, risk is a part of the process — the fleas that come with the dog, if you will. Here are some recommendations for riding out the waves of a volatile market.

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Up a Staircase, Down an Elevator

As the old saying goes, stock markets tend to “go up a staircase, down an elevator.” After almost six months of back and forth trading, U.S. stocks finally eclipsed their all-time highs, set back in January, only to be summarily pummeled during the fourth quarter to post their worst yearly performance since the Financial Crisis.

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Millennials Don’t Pay for Advice, but Need It the Most Thumbnail

Millennials Don’t Pay for Advice, but Need It the Most

There is a common misconception that millennials don’t save and instead spend a lot of their hard-earned cash on things like Starbucks or avocado toast. But in reality, millennials, who were raised in part during the Great Recession, are financially conservative. I have found that millennials do in fact save, but they don’t always use the best vehicle for savings.

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