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Relentless - The Blog

    5 Questions To Ask Before You Invest

    While throwing money into a savings account is crucial to building your emergency funds, this alone won’t set you up for financial success. The truth is, the earlier you start investing (in anything), the more successful you’ll be.

    Financial Planning for Families: How to Prepare for Children

    From buying the safest car seats to planning for college, you want to provide the best of...

    Liquidity Event: What Is It and How Do I Plan For It?

    With an influx of cash - whether from retirement or the sale of an asset like a business you may...

    How To Manage Debt: Should I Pay It Off or Invest?

    Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...
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