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Investing with an advisory team

If you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …

The perils of cashing out in volatile markets

Though volatility has been frequent, Dow Jones has risen substantially through the waves of buying and selling trends. During the pandemic, panic selling occurred in March 2020 but recovered despite volatility. Moreover, a bullish buying period ensued into April 2022, …

5 Options of a Buy-Sell Agreement

When a co-owner/partner dies, the surviving business owners usually have five options in dealing with the deceased owner’s business interest: 1. Buy out the heirs of the partner with Life Insurance proceeds. This is usually the most preferred option. After …

Disability Buy-Sell Agreements

Two strategies protect shareholders against the liabilities of another significant shareholder becoming disabled.

How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.

7 ways life insurance protects your financial foundation

Life insurance has been called the foundation of your net worth. If you have a spouse or children, the initial stages of your financial strategy should include adequate life insurance coverage.