Financial Tips

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REBALANCING ISN’T JUST ABOUT STOCKS Why Total Wealth Rebalancing Matters

Finance, Financial Tips, Investing, Magazine, Winter 2025 / By

BY: Glen E. Wright, II Most people think of rebalancing as something you do with your investment portfolio—tweaking your mix of stocks and bonds to stay on target. That’s important, sure. But if you stop there, you’re missing the bigger picture. Your finances are more than your investment account. Rebalancing your total wealth means checking […]

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Financial Goals – A Plan to Achieve Them Matter More Than You Think

Finance, Financial Tips, Magazine, Summer 2025 / By

BY: Glen E. Wright, II HOPE ISN’T A STRATEGY TO ACHIEVE FINANCIAL GOAL Let’s be honest, money is one of the biggest factors shaping our daily lives. Whether you’re thinking about retirement, buying a home, or just making sure you can take that vacation this summer, how you handle your finances determines what’s possible. Yet,

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Adjusting Your Financial Plan

Fall 2024, Financial Tips, Glen E. Wright II / By

By Glen E Wright II Fluctuations in the market, commonly called corrections, significantly impact investment decisions. Adopting a strategic approach enables you to realign their financial plans effectively during these times. Embracing market variability requires resilience and finding avenues for seizing emerging opportunities with astute strategies. Understanding the impact of these fluctuations on your investment

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