You’ve heard of the “Magnificent Seven” stocks: seven names that have carried U.S. markets to one new all-time high after another.But what if you were told that
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In the complex world of financial planning and investment management, one crucial question often goes unasked: How does your financial advisor get paid? The
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Retirement planning is a critical aspect of financial security, requiring a strategic approach to ensure a stable and adequate income throughout one's
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As you approach retirement, one of the critical financial decisions you'll face is whether to carry your mortgage into retirement or to pay it off. This
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We created this guide to answer the most commonly asked questions that we hear from clients during an election year.
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As you navigate the complexities of managing your finances, you may find yourself wondering when it's the right time to work with a financial advisor. At Sevey
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This week I had a great conversation this week about why I remain cautiously bullish. There is always a measurable about of trepidation and concern when the
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Over the years, the financial media has portrayed itself as a trusted source of expertise, seemingly dedicated to assisting you with your financial decisions
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Is it really possible to capture capital gains without paying taxes? Depending on your other sources of income, the answer could be yes!
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This week I had a great conversation with a potential client. His question was "with everything going on in the country and the world, as well as bond paying
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This week I had a great conversation with a client who expressed valid concerns about leaving a decent size inheritance to their children. As we journey through
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Over time, I've been asked numerous times whether it's wise for a client to entrust their entire investment portfolio to a single firm. It's a question that
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