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Housing prices skyrocketed after the pandemic to all-time highs, and mortgage rates have more than doubled since 2020. Homes are…
Ever wonder where financial advisor fees come from? In this highlight, Bo and Brian explain how financial advisors fees come…
Have you ever wondered what rebalancing is and why we do it? In this highlight, we explain what rebalancing is…
Rebalancing your portfolio doesn’t have to be complex. In this highlight, Bo and Brian discuss rebalancing your portfolio to adjust…
Rebalancing your portfolio can lead to some tax advantages. In this highlight, Bo and Brian discuss some of the ways…
Why do we rebalance? In this highlight, we discuss what rebalancing is and why it is necessary. For more information…
There are a lot of people that will try and sell you products wrapped up inside insurance-based products with some…
Maximizing every dollar that comes your way is so important when it comes to building wealth. In this highlight, Bo…
Teaching kids good money habits doesn’t have to be complicated! In this highlight, Brian and Bo give practical advice on…
Should you prioritize paying for college or maxing out your Roth IRA? In this highlight, Bo and Brian share advice…
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