Am I Too Reserved for You?
Most everyone has heard the phrase: “The United States dollar is the world’s reserve currency”. Now, with global conflicts and tariffs afoot there are various
*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Most everyone has heard the phrase: “The United States dollar is the world’s reserve currency”. Now, with global conflicts and tariffs afoot there are various
We don’t have an existential crisis before us on tariffs, but current policy makers are framing it as such. Nonethless, as too often in economic
A common mistake many investors can make is to conflate politics with their long-term investment policy. They cannot make many bigger mistakes. This letter is
Over the past 7 months I have laid out the Top 7 items to be financially successful in your household. These 7 recommendations are foundational
Over the past months I have laid out for you the essential elements of financial success, or certainly the primary moves that vastly contribute to
It has been reported that Depression era gentleman robber, Willie Sutton, was asked by the FBI why he robbed banks. His revealing answer is still
We have a world experiencing turmoil and stress, from the Far East to the Mid-East to the expected extra Yeast at the Thanksgiving feast. All
Presuming we are rational people, when we invest, we do so with the expectation of having more money later than we do now. Everyone says
Logical people that we are (spoiler alert; we’re not)…we know that when you put all your eggs in one basket, it’s certainly efficient and keeps
In last month’s newsletter I said I would address the Top 7 Steps To Financial Success. I continue with #2 in this letter: Saving money.
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Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
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