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Blog

What does "Wealth" Mean to You?

John Ponto | Jan 18, 2023
Categories
Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.

Creating an Investment Philosophy

John Ponto | Dec 16, 2022
Categories
Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.

Personal Finance Mistakes to Avoid

John Ponto | Oct 31, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.

4 Tips for Minimizing Financial Anxiety

John Ponto | Oct 7, 2022
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.

Asset Allocation and Risk Allocation

John Ponto | Sep 29, 2022
Categories
Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.

Financial Planning Basics: Creating and Maintaining a Budget

John Ponto | Sep 22, 2022
Categories
Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.

Is Confirmation Bias Affecting Your Investment Strategy?

John Ponto | Sep 15, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.

What to Do With with a Sudden Windfall

John Ponto | Sep 8, 2022
Categories
Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.

Talking to your Aging Parents about Finances

John Ponto | Sep 1, 2022
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.

Family Business vs. Family Boundaries: Drawing the Line

John Ponto | Aug 30, 2022
Categories
Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?

Working with an Investment Professional

John Ponto | Aug 4, 2022
Categories
Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.

Financial Planning for Young Professionals

John Ponto | Jul 29, 2022
Categories
Investments
Finance
It’s never too early to start planning for your financial future.

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