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What is a financial plan and do you need one?
One of the interesting things I’ve noticed during my chats with clients is how often folks approach their finances with no clear outline of where they are going. While most people would acknowledge...
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The stock market is not the economy
The last few months I’ve spoken to many folks that were understandably concerned about the looming economic crisis caused by the coronavirus pandemic. As the poor economic data has poured in, and the...
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Is the Federal Reserve propping up the stock market?
Earlier this month in my article “The stock market is not the economy”, I discussed some of the structural and sector-driven reasons why the stock market was surging even though economic indicators are...
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Arrow's 2020 Mid-Year Market Outlook
The world looks very different halfway through 2020 then most would have imagined at the start of the year. Amid social change, political upheaval, economic recession, and a global healthcare crisis,...
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Did you panic-sell in March? Understanding your risk tolerance.
Did you panic in March 2020 during the market drop? How did you react to the wild market swings? I’ve been hearing many stories of investors holding cash all summer waiting for the market to drop...
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Myths spread by financial companies
One of the benefits of running a low-fee fiduciary investment and financial planning firm is that I’m comfortable explaining how other finance companies create confusion and charge massively...
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Private equity and your 401k
On June 3rd, 2020 the Department of Labor (DOL) issued an information letter that provided guidance on the DOL’s framework to allow 401k fiduciaries to allow private equity investments in their...
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Emergency Funds 101
Emergency funds are a necessary and important component of a good financial plan. They provide financial stability that protects your family from making choices in emergency situations that would...
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Is FIRE right for you?
What is FIRE? (Financial Independence Retire Early)Financial Independence Retire Early (FIRE) is a movement dedicated to extreme savings and frugal lifestyle choices with the goal of retiring very...
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Personal Finance in High School
I’ve spent a good many years in higher education, and during that time I have gotten to know a lot of younger people who are just starting out their careers and beginning to think more about their...
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Arrow's 2021 Market Outlook
2020 has been a year that most will remember for a series of unexpected events. The severity of the COVID-19 pandemic, and the escalation of lockdown measures were unparalleled in modern history. They...
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Secure Act 2.0 and your retirement
Last December, a new bill called the “Setting Every Community Up for Retirement Enhancement” (SECURE) act was passed by congress and initiated sweeping new changes to the retirement system in the...
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Money Milestones
Money Milestones by Jesse Carlucci This month I would like to talk a little bit about the thought process behind my new book “Money Milestones: A twelve-month personal finance journey”. It’s a short...
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Should your portfolio include cryptocurrency?
It’s been difficult for many people to watch the meteoric rise of Bitcoin and remain on the sidelines as others have benefited from the vast wealth generated from the appreciation of digital...
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Defining your financial goals
One of the first steps to building a good financial plan is to articulate and decide on what your goals are. These goals can be strictly financial, such as having a certain amount money saved by a...
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Fighting Inflation
One of the guiding principles of the finance world for decades has been that a little inflation is good, but a lot of inflation is something that governments and the Federal Reserve need to fight...
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How should you change your portfolio risk as you age?
One of the tricky parts about investing is understanding the best approach to take as you age and change from an early career worker to a veteran on the verge of retirement. Over the past few decades,...
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Is your house an investment?
An investment is broadly defined as an “asset purchased with the idea that will provide income in the future or be sold later at a higher price for a profit.” If I buy bonds, I might receive a monthly...
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Investing in Innovation
One of the primary assumptions we make when investing is that the value of an asset is going to have more value in the future than it has today. In some cases, this is easy to predict, because the...
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Financial Advisor in Oklahoma City
Financial Advisors in Oklahoma CityAs for financial professionals, the question of trust can be incredibly complicated. Financial professionals are in the unique position to hold the intimate details...
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