3 Signs You Should Rebalance Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on December 08, 2021
Are you losing sleep over your investments? Implementing a portfolio rebalancing strategy is an excellent way to give yourself some peace of mind (and a few more hours of shut-eye every night). In this article, we’ll outline three signs that indicate you should rebalance your portfolio—while ...
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Topics: Wealth Management

4 Benefits Of Diversification In Your Investments

Posted by Jim Kantowski, CFP®, CPA on November 22, 2021
Diversification can be described as the only “free lunch” in the investment world. There’s no cost to diversifying, and it provides reduced volatility with the potential for increased returns.
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Topics: Wealth Management

How To Tell The Difference Between VRBO/Airbnb Scams And The Real Deal

Posted by Lyn Dippel, JD, CFP® on November 18, 2021
Picture this: You’ve just booked a family winter vacation to a sunny destination. It’s been a while since you’ve traveled, and you’re excited about the upcoming trip. You’re so focused on all the fun activities you want to do when you arrive that you rush to book your accommodation without ...
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Topics: Wealth Management

Top 4 Wealth Building Habits You Should Be Doing Now

Posted by Yvonne Talbott Scoggins on September 30, 2021
Wealth gives you the freedom to live your life in alignment with your priorities, goals, and passions. In this article, we’ll explore why wealth building matters—and why it’s important to start now. We’ll also share our top four wealth building habits that you can implement today.
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Topics: Wealth Management

Fee-Only Wealth Management: How Is It Different Than Commission?

Posted by Jim Kantowski, CFP®, CPA on September 24, 2020
You want to grow your wealth based on personalized financial advice, not give your money away to an advisor for simply selling you a product. That’s why you need to understand the difference between fee-only and commission-based wealth management. When you work with a fee-only wealth management ...
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Topics: Wealth Management

Bay Point’s Wealth Management Process, Explained

Posted by Jim Kantowski, CFP®, CPA on September 18, 2020
Choosing a firm to manage your wealth takes careful consideration. You need a financial advisor who will strive to understand your goals, and act in your best interest. Before you hire an advisor, take some time to learn about the wealth management process, and identify which components of ...
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Topics: Wealth Management

Asset Management Vs. Wealth Management, Explained

Posted by Jim Kantowski, CFP®, CPA on August 20, 2020
When you decide you’re ready to work with a financial advisor, it’s important to find the right fit for you based on your unique situation. Many firms specialize in certain areas, such as asset management or wealth management; their services differ in many ways. Making the right decision today ...
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Topics: Wealth Management

Goals-Based Wealth Management: What Is It?

Posted by Jim Kantowski, CFP®, CPA on August 06, 2020
Financial planning can sometimes seem like an overwhelming process, but you can make it more straightforward—and effective—by taking a goals-based approach to wealth management, either on your own or with a financial advisor. Goals-based (or goals-driven) wealth management is a ...
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Topics: Wealth Management

The 5 Most Tax-Efficient Investments For Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on July 23, 2020
You want to hold onto as much of your wealth as possible—but you know that’s easier said than done, especially when it comes to taxes. One way to save money at tax time that doesn’t require you to constantly track your expenses is by using tax-efficient investments.
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Topics: Investment News, Wealth Management

What Is Fiduciary Wealth Management (& How Will It Benefit You)?

Posted by Jim Kantowski, CFP®, CPA on July 16, 2020
Trusting someone to manage your money is a big decision. You need to know that your wealth is in good hands, and that whoever you choose to look after it is not only knowledgeable in their field, but will act with your best interests in mind. That’s why it’s important to understand the concept ...
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Topics: Investment News, Wealth Management