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Bridging the Gap

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The Equity Divestment Plan Thumbnail

The Equity Divestment Plan

I'm excited to introduce the Equity Divestment Plan! My goal with the Equity Divestment Plan is to help you make the most out of your equity by selling the right shares and holding on to the others, without the pressure of committing to an AUM or ongoing financial planning relationship.

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Inflation and the State of the Labor Market Thumbnail

Inflation and the State of the Labor Market

After years of muted inflation, April’s spike was a stark reminder to investors that investment risk isn’t limited to volatility and loss of principal. The post-pandemic recovery hinges on the labor market and Fed decisions.

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