Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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The Proper Wealth Team
David Grulich
Financial Advisor | Partner
Robin Vernon
Financial Advisor | Partner
Nick Chason
Financial Advisor | Partner
Taylor Langston, CPA*
Financial Advisor
Katherine Nerona-Balog
Client Communications | Marketing
Martha Clemons
Client Support
Emily Warren
Client Support
Sara Martins
Client Support
Ian Widener
Client Support
Heather Shiver
Client Support
Isaiah Scott
Client Support
Nate Wright
Client Support
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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