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The Only Two Times to Change Your Investment Strategy: Lessons from 200 Years of Market Wisdom
The only 2 times to change your investment strategy: when your goals shift or your portfolio was flawed. Patience builds true wealth.
Jonathan Harner, CFP®
Dec 18, 2024
Fee-Only, Fiduciary: What Does It Actually Mean?
Discover what 'fee-only' and 'fiduciary' mean, and why choosing the right financial advisor can secure your financial future.
Jonathan Harner, CFP®
Dec 13, 2024
Is a Financial Advisor Worth It? Understanding the True Value of Financial Planning
Discover the value of real financial planning with holistic advice on taxes, cash flow, risk, and more.
Jonathan Harner, CFP®
Dec 4, 2024
Let’s Make Smart Decisions, Together.
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