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Rob Edwards
Dec 11, 20243 min read
What Matters Most to Your Investment Success
There are four factors that drive your long-term investment results: 1. Your asset allocation 2a. The price you pay 2b. Your costs...
Guest Writer
Oct 29, 20242 min read
You Could be Facing a 40% Increase in your Estate Tax Rate
Secure Your Legacy with Generational Strategies For over three decades, Generational Strategies Group has been a trusted partner for...
Rob Edwards
Oct 29, 20242 min read
Don’t Retire with Too Little
Many people have been trained to think that simply because they are getting older that they should be more conservative with their...
Mitchell Dario, CFA
Mar 28, 20243 min read
How Do Election Years Affect the Markets?
Pixels Hunter | shutterstock As the 2024 U.S. presidential election approaches, many investors are anxious about the impact politics...
Rob Edwards
Mar 28, 20243 min read
The Folly of Predictions
gopixa | shutterstock Coming into 2023, Wall Street strategists’ consensus forecast for the markets was that we were headed for a...
Rob Edwards
Feb 27, 20240 min read
Tiffanie Mensch
Jan 26, 20242 min read
Mastering Financial Wellness
The Impact of United Way’s VITA Program on Collier County RomanR As the winter sun casts its golden glow over this tropical paradise we...
Rob Edwards
Jan 26, 20243 min read
Getting Your Investments Back in the Fast Lane
Bennian As inflation continues to show signs of cooling, the Federal Reserve has signaled that it intends to cut short-term interest...
Rob Edwards
Dec 26, 20232 min read
What’s Your Benchmark?
Number1411 This year, the performance gap between investment benchmarks is staggering. Growth stocks are full speed ahead, while value...
Rob Edwards
Oct 26, 20233 min read
Separately managed accounts and their potential benefits to high-net-worth investors
SFIO CRACHO | shutterstock As your wealth grows, you may find that you seek more control, better transparency, and the ability to...
Rob Edwards
Jul 26, 20233 min read
Stuck in the middle
The Sandwich Generation Our wealth management team’s motto: Let your money serve you. However, for many of our clients, we find that...
Rob Edwards
Apr 26, 20233 min read
Finding confidence amongst uncertainty
Elnur Over the past two years, the stock market has gone through a bull market, a bear market, and lots of mess in the middle. In total,...
Rob Edwards
Mar 26, 20233 min read
Thinking in Buckets
shutterstock | small smiles Let me tell you a secret: Money is a messy topic, even for those who you’d think have it all together. Our...
Rob Edwards
Feb 25, 20233 min read
January’s stock market return
Does it predict what is likely to happen next? Golden Dayz | Shutterstock In our daily lives, we are presented with many situations where...
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