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Investments
An investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio.


How Long Will Your Money Last
How much you have saved and your retirement lifestyle are the leading factors to determine how long your money will last.

Peter Newman, CFA®
Aug 6, 20205 min read


4 Strategies to Turn Home Equity into Retirement Income
This article focuses on using the equity in your home to meet your income needs or lower your expenses.

Peter Newman, CFA®
Jul 9, 20204 min read


Enjoy Your Retirement Road Trip
There are three main steps to retirement planning. Visualize where you want to be and review whether your finances will take you there.

Peter Newman, CFA®
Jun 23, 20203 min read


3 Secrets to Financial Wellness for Gen-X
Gen-Xers, Are you confident with the choices you’ve made towards your financial wellness? Are you on track to a healthy retirement income?

Peter Newman, CFA®
Jun 18, 20204 min read


Avoid These 4 Major Millennial Financial Mistakes
Folks who are plagued by financial stress in their early 30’s have 4 common issues. Learn what they are and how to combat them.

Peter Newman, CFA®
Jun 11, 20205 min read


Negative Interest Rates Explained
Why might interest rates be negative? How can you position your investments? Who is buying negative yielding bonds?

Peter Newman, CFA®
Sep 17, 20194 min read


Why Should I Diversify Concentrated Stock?
Is it time to diversify the single stock that made you wealthy? Can you meet your lifestyle spending needs? Here are 3 strategies.

Peter Newman, CFA®
Jun 30, 20194 min read


How to Gain Higher Investment Returns
When you invest your hard earned cash, there are 2 questions you should ask. When do you need this money back? How much risk can you take?

Peter Newman, CFA®
Jun 1, 20193 min read
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