The Downsides of a DIY Financial Plan
A DIY financial plan may appeal to some but keep in mind that working with a financial advisor can save you time and protect you from unfortunate missteps.
A DIY financial plan may appeal to some but keep in mind that working with a financial advisor can save you time and protect you from unfortunate missteps.
Ty Schommer, AIF®, CFP®, CIMA®, the Principal & Investment Advisor at Capital Management, received the Patriotic Employer Award by Employer Support of the Guard and Reserve (ESGR) this past September.
The last quarter saw extreme volatility with a significant upswing in the financial markets in July into mid-August, followed by a dramatic drop in equities and fixed income through the end of the September quarter.
These Millennial financial tips will help you build a strategy to maximize your high salary, build wealth for the future, and give yourself financial peace of mind.
Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.
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(907) 222-7581
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