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Behavioral Finance I, II, & II on Youtube

By CCR WM | May 15, 2022

Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.

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10 Tips for Small Business Owners

By CCR WM | May 15, 2022

Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.

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How Diversification Can Help Small Business Owners Manage Risk

By CCR WM | May 10, 2022

We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.

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How A Financial Plan Helps Endure Market Volatility

By CCR WM | May 9, 2022

Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.

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Six Important Financial Strategies for Your 20s and 30s

By CCR WM | May 9, 2022

Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.

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SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals

By CCR WM | May 4, 2022

Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.

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