Tag: money
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Five Investment Fears You Can Let Go of — A Free White Paper
Northshore Wealth Management’s white paper addresses common investor fears, helping individuals make informed decisions about their financial future. It discusses the impact of tax laws on investments and offers insights into time-tested strategies. The firm also provides virtual financial advice and asset management services nationwide, promoting peace of mind for investors.
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Keep Your Assets Smart and Your Research Smarter
The author discusses finding a trustworthy financial advisor who invests their own money in the portfolios they recommend. They critique SmartAsset for promoting advisors who pay for recommendations. The author believes in providing genuine service rather than relying on paid endorsements for credibility.
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A Retirement Income Portfolio Built to Go The Distance
This content addresses essential retirement planning questions about savings, usage, longevity, and adaptability of plans. It promotes the Nordhavn Growing Income Portfolio Model for lasting income and full flexibility and suggests the Mainsail Equity Portfolio Model for growth opportunities during the retirement planning phase.
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Get to Know Alyse – Part Three
The focus of content quality outweighs the significance of location or delivery. Effective communication relies on substance rather than setting. The video serves to illustrate the style of virtual meetings, covering portfolio performance and capital gains tax insights.
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Get to Know Alyse – Part Two
This content introduces the author and their work at Northshore Wealth Management, emphasizing their 20 years of industry experience. The author aims to build trust through their insights and investment advice. They provide market insights for viewers regardless of whether they choose to hire them, highlighting a commitment to client understanding.
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Tough Love for Your Net Worth
The content discusses the importance of accurately assessing net worth without inflating it by including home equity. Misleading financial calculations can create false confidence in one’s financial standing, discouraging necessary savings and investments. It emphasizes honest financial advice, prioritizing growth, and leveraging effective investment strategies for better financial outcomes.
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Investing For 100
Northshore Wealth Management emphasizes the dual goals of maintaining health and growing financial resources for a fulfilling life. Founder Alyse advocates for an active lifestyle alongside wealth management, warning against overly conservative investment strategies like target-date funds. The firm’s mission is to help clients achieve longevity in both health and finances for an enriched retirement.
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A Practical Application of Logic
Investors often let fear of missing out disrupt their decision-making, chasing luck rather than focusing on data-driven strategies. The author discusses avoiding gambling behaviors in investing by carefully selecting high-quality stocks and timing purchases based on analysis, not chance, emphasizing a logical approach over the thrill of the chase.
Northshore Wealth Management 