Friday, July 2, 2021
Stop Loss Strategies And Quantifying Risk With Stock Options Seeing your investment account go down in value is never a fun experience. Experienced investors understand risk and work to minimize losses by employing stop-loss or other...
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Thursday, June 17, 2021
The Truth About Financial Advisors That Are Fiduciaries We hear a lot about fiduciaries in the financial industry these days, but what does it mean when a financial advisor calls oneself a Fiduciary? The origin of the word...
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Wednesday, March 31, 2021
How to Resolve Finances After A Family Death Resolving finances after the death of a family member can be an intimidating task, but it doesn’t have to be! Take on issues one at a time and know that there are resources and caring...
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Monday, July 22, 2019
If you make money you will need to pay taxes. Arthur Godfrey once said, "I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money." Learn how I manage accounts for tax benefits.
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Monday, July 15, 2019
This is the time of year when clients come to me wanting to buy an RV or boat. You see yourself on the lake laughing with friends and enjoying the fun in the sun. But the reality of RV and boat ownership is not always so glamorous.
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Monday, June 3, 2019
Meatless burgers are taking over the menu with their introduction by Burger King to their customers, and Beyond Meat Inc becoming a publicly traded company. Click on the link to get the specifics of the meatless revolution.
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Monday, May 20, 2019
In this post, I share how I went from being a commercial producer, teacher and selling life insurance to a State Teachers Retirement SystemSpecialist and my career.
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Monday, May 13, 2019
April 2019 was the first time ever that renewable energy generated more electricity than coal. In this post, we share the current status of the energy sector and its future.
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Monday, May 6, 2019
Reading is one of the secrets to a successful life. Here is my review of "Everyday Millionaires" by Chris Hogan.
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Monday, April 29, 2019
For most of your adult life, the importance of saving for retirement has been drilled into your head. But saving money for retirement is only half the process. Developing a plan for using your retirement funds effectively is important.
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Monday, April 22, 2019
How the El Dorado County Chamber of Commerce Benefits the County When Adam Anderson sits with his clients, he sees more than the numbers in their accounts. He sees their hopes, goals, and dreams—and he cares about helping his...
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They’re More Alike Than You Might Think They don’t have to tell me that they haven’t been kayaking or rafting before. There is a look in their eyes that I recognize almost immediately as they approach the boat....
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In 1997 Adam Anderson took his first job in the world of finance. Throughout the next thirteen years, Adam took note of the way things were typically done in the industry—and some things he wanted to do differently. In 2010, he...
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Monday, April 1, 2019
2018: The Yogi Bear Market The scars of the 2008 bear market have been significant for many people, both financially and emotionally, even a decade later. But if 2008 was a full-grown wild grizzly bear, the final months of 2018 were...
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Tuesday, March 26, 2019
Spring is often a season of growth and change. That is certainly true at WealthGuard Advisors. We are happy to announce that our team will be growing this spring! In April, we will be welcoming Blake Anderson to our staff. He is no...
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