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Relentless - The Blog

    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 suddenly be faced with big financial decisions. These decisions also often come with complexity and a new level of tax consideration. Where should you begin? Your financial planner can help you learn more about the following steps.

    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,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...
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