Posts Tagged ‘mistakes’


Money Blunders of the Otherwise Intelligent

Two Basic Rules: Rule #1 Don’t lose money …Avoid Mistakes Rule #2 Don’t Forget Rule #1 The problem is you don’t know what you don’t know until you learn the hard way. Eliminate the ways that most people fail: manage reduce and eliminate …Risk, Fees, and Taxes. Some Common Blunders 1 Treating investments like a […]

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Are You Making These Investment Portfolio Mistakes?

Are You Making These Investment Portfolio Mistakes? As a financial professional, I literally get to look at hundreds of portfolios belonging to people from all walks of life. You get carte blanche access to individuals and couples at different stages of their lives, at varying income levels, and with various social and educational backgrounds. In […]

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West Palm Beach, Palm Beach Gardens, Palm Beach, Royal Palm Beach, Wellington, Boca Raton, Coral Springs, Delray Beach, Boynton Beach, Jupiter, Weston, South Florida, FL

Serving Broward County and Palm Beach County including zip codes 33428,33433,33486,33432,33498,33434,33431,33496,33487,33446,33484,33445,33444,33483,33473,33437,33436,33426,33435,33472,33449,33467,33463,33462,22461,33460,33414,33413,33415,33413,33406,33405,33411,33417,33409,33401,33407,33403,33418,33412,33478,33410,33408,33403,33477,33458,33469,33076,33067,33073,33442,33441,33065,33063,33071,33066,33069,33064,33060,33062,33308,33334,33309,33068,33321,33351,33319,33309,33334,33308,33306,33323,33322,33313,33309,33334,33305,33301,33327,33326,33332,33331,33325,33330,33028, 33026,333024,33021,33020,33019