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Tag Archives: Diversify
Making & Keeping Financial New Year’s Resolutions
What you might do (or do differently) in the months ahead? Provided by Craig Swan How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Diversify, economy, Finanacial Planning, Finances, Financial Advisor, Financial ELP, Financial Planner, Money, Planning, Retirement
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Teaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose. Provided by Craig Swan Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it. In a 2015 CNBC … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Baby Steps, Colorado, colorado springs, Dave Ramsey, Diversify, economy, Finanacial Planning, financial, Financial Advisor, Retirement, Roth IRA
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Investing in Agreement With Your Beliefs
The case for aligning your portfolio with your outlook & worldview. Provided by Craig Swan Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Diversify, Finances, Financial Advisor, Financial Planning, investing, Planning, Roth IRA, savings, Swan Wealth
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The Psychology of Saving
How many households have the right outlook to build wealth? Provided by Craig Swan Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, Baby Steps, Broncos, CO, colorado springs, Dave Ramsey, Denver, Diversify, economy, education, ELP, Finanacial Planning, Financial Advisor, Financial Planner, Invest, IRA
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Diversification, Patience and Consistency
Three important factors when it comes to your financial life. Provided by Craig Swan Regardless of how the markets may perform, conside r making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, CO, Colorado, colorado springs, Dave Ramsey, Diversify, DIY, finance, Financial Advisor, Financial Planning, fiscal cliff, Invest, investing, Money
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WHY IT IS WISE TO DIVERSIFY
WHY IT IS WISE TO DIVERSIFY A varied portfolio is a hallmark of a savvy investor. Presented by Craig Swan You may be amused by the efforts of some of your friends and neighbors as they try to “chase the … Continue reading
Posted in Common Sense with Craig
Tagged Asset Allocation, Colorado, colorado springs, Diversify, economy, financial, investing, Retirement
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Common Sense with Craig 