Gabe Fransen | June 21, 2023 In an era defined by technological advancements and intricate financial landscapes, an escalating number of individuals are opting for professional money management services. Entrusting their financial affairs to experts has emerged as a popular choice as people strive to maximize their wealth, achieve financial […]
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Gabe Fransen | May 17th, 2023 One of the activities that we go through when analyzing a financial plan or financial situation for folks that are looking for advice, is to review their assets. We look at everything from checking, savings accounts to real estate properties, retirement accounts and life […]
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Gabe Fransen | April 20th, 2023 In this article we are going to compare and contrast Investment Assets that may be similar, but have some subtle differences that investors should be aware of. We are going to discuss: Dividend Stocks vs Growth Stocks Dividend stocks and growth stocks are two […]
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Reduced volatility and a resilient market in the first quarter 2023. The S&P500 was up about 7.5% while, with rotation back to growth versus value, the Nasdaq 100 was up about 21%. A bit of relief following a tumultuous 2022. Let us start with some statistics; they may provide some […]
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Gabe Fransen | March 16th, 2023 There are two Roth IRA 5-year rules: the Roth IRA Conversion 5-year rule and the Roth IRA Contribution 5-year rule. Roth IRA Conversion 5-year rule This rule applies to funds that are converted from a traditional IRA or 401(k) to a Roth IRA. It […]
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Gabe Fransen | February 15, 2023 In this article we will be discussing the benefits of having a robust financial plan. With the ongoing geopolitical issues and uncertainty in the economy, it has become more critical than ever to have a well-thought-out financial plan. A financial plan provides a roadmap […]
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