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Managing Your Emotions

Our basic human reactionary instincts, which serve us well in almost aspects of our life, can actually be quite harmful when it comes to investing. Your success as an investor is largely dependent upon your ability to control your emotions.

Plan Before You Invest

When you have funds to invest, you must first understand why you are investing.  What are your objectives?  What are your priorities?  The answers to these questions will lay the foundation for your long-term financial plan.

Fee-Only vs. Commission Based

When working with a financial advisor, it is critical to understand how they are compensated – by fees or by commissions. How your advisor is paid can tell you a lot about whether their financial interests are aligned with yours.