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Dave M. Valdez

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Dave M. Valdez

Dollar-Cost Averaging: How to Deploy Cash in a Volatile Market

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

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assets
Dave M. Valdez

So You’ve Joined the Great Resignation – Now What?

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

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Four Essentials of Estate Planning | Arbor Capital Management
assets
Dave M. Valdez

Four Essentials of Estate Planning

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

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Six Ways to Maximize Your Charitable Giving Impact
charitable giving
Dave M. Valdez

Six Ways to Maximize Your Charitable Giving Impact

Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy is a financial value that is important to you, check out these six ways to get the most out of your giving.

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Asset Prices Are On the Rise...
commentaries
Dave M. Valdez

Asset Prices Are On the Rise…

US and International Stocks, Bonds, CD’s, REIT’s, Bitcoin, you name it – just about everything went up in the first half of 2019. During this time, the narrative from the Fed completely changed. In January,

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