The Role of AI in Investing and Financial Planning

Posted on March 15, 2024 by Rick Fisher Jr.

The integration of tech can amplify the capabilities of financial professionals

As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions has undoubtedly revolutionized the financial advisory space.

However, as industry research suggests, the next generation of investors places immense value not only on the personalized and immediate benefits AI brings but also on the human touch provided by financial professionals. […]

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Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Posted on March 8, 2024 by Rick Fisher Jr.

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. […]

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Markets Heating Up

Posted on March 6, 2024 by Rick Fisher Jr.

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not precede a storm. In fact, when the S&P 500 has been up in January and February, it has gained an average of 11% over the rest of the year and has been higher in 26 out of 28 cases. […]

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Building Credit Confidence: Empowering High-Earning Women on the Path to Financial Success

Posted on March 1, 2024 by Rick Fisher Jr.

As high earners not rich yet (HENRYs), women may find themselves in a position where their earning potential is high, but they may still have uncertainties about building their credit confidence. Establishing and managing credit is a crucial aspect of financial well-being, and confidence in this realm may help you unlock a broad range of future opportunities. Here are five empowering ways to help you build credit confidence. […]

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The Benefits of Getting A Second Financial Opinion

Posted on February 23, 2024 by Rick Fisher Jr.

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including a few situations in which a gut check may not just be useful but downright necessary. […]

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All About Financial Planning

Posted on February 16, 2024 by Rick Fisher Jr.

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can help you work towards them. Let’s dive deeper into what financial planning is and how it may benefit you. […]

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Our Teams’ Favorite Game Day Recipes!

Posted on February 9, 2024 by Rick Fisher Jr.

Dawn’s Mini Taco Recipe Ingredients Serve with Directions Heather’s Honey BBQ Crockpot Meatballs Ingredients Directions Sheala’s Ham and Cheese Sliders Ingredients Directions Jessica’s Stars Recipe Ingredients Directions Walt’s Cheesy Hot Crab Dip Ingredients Directions Oven Directions Slow Cooker Directions It should keep well for up to an hour on the KEEP WARM or LOW setting.  […]

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Get Your Healthcare Affairs in Order as You Approach Retirement

Posted on February 9, 2024 by Rick Fisher Jr.

Healthcare is one of the more difficult areas to navigate as you get closer to retirement. With so much focus on saving enough for retirement and ensuring that your investments will keep up with inflation, many people fail to square away their healthcare affairs before retirement age. However, if you want a greater chance of enjoying your retirement, getting your healthcare priorities in order sooner rather than later is critical. […]

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Solid Start to 2024

Posted on February 8, 2024 by Rick Fisher Jr.

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows that when the S&P 500 has risen in January, the average gain for the remainder of the year has been about 12%. This January, the S&P 500 was up 1.6%. […]

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Strategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan

Posted on February 2, 2024 by Rick Fisher Jr.

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn’t just for the wealthy. Estate planning is a strategic move for everyone to use that helps to see your wishes honored, your assets managed, and your loved ones taken care of. Here are a few benefits of having a well-thought-out game plan for your estate. […]

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