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You are here: Home / Archives for Joel Ferguson, CFP®|CRPC™

Financial Focus: Don’t Let Investments Take a Vacation

June 13, 2024 by Joel Ferguson, CFP®|CRPC™

Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other areas of your life to keep working — especially your investments. So, how can you prevent your investments, and your overall financial strategy, from going on “vacation”?  Here are a few suggestions: • Check your progress. … [Read more...]

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