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Getting to Know Stephanie Mushna, CFP®

If you’ve visited our offices lately, you may already have had the pleasure of meeting our new Associate Financial Advisor Stephanie Mushna, CFP®. If not, you’re in for a treat. Today, we are delighted to introduce Stephanie to you electronically. Read on, and please join us in welcoming Stephanie to Grand Wealth Management.

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The Vital Role of Rebalancing

Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one’s personal financial goals. Learn how we add value by employing rebalancing as part of an evidence-based strategy.

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Ten Financial Best Practices to Jump-Start Your New Year

One of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.

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Our Perspective on the Department of Labor’s New Fiduciary Rule

When a hard-won historic milestone is achieved, it’s usually front-page news: Apollo 11’s “one giant leap for mankind.” The fall of the Berlin Wall. Martin Luther King’s “I have a dream.” … The recent fiduciary ruling by the Department of Labor (DOL).

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The Behavior Gap

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” – Benjamin Graham, author of The Intelligent Investor Research on investor behavior again confirms that most of us aren’t wired to make good investment decisions

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Benefits of Working with a Professional Financial Advisor

Studies show that investors who use a professional financial advisor achieve better results on average than investors who don’t. A professional financial advisor offers you significant advantages, including: A well-structured portfolio. An advisor will begin by making an asset allocation recommendation

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To Build Wealth, Start With a ‘Big Picture’ Strategy

At Grand Wealth Management, we firmly believe that investment management and financial planning go hand in hand, and that one without the other can result in less than effective financial decisions. We often meet individuals who have focused on selecting

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Whose Interests Does Your Financial Advisor Serve?

In last month’s edition of Financial Insights, we let you know that a U.S. Court of Appeals had struck down the so-called “Merrill Lynch rule.” The court ruled that the Securities and Exchange Commission (SEC) had exceeded its authority in exempting

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Is Your Personal Data Prepared for an Emergency?

Many of life’s unexpected perils, such as a fire, flood, theft, or death or serious injury occurring within your family, can have profound implications for your household’s financial security. With contingency planning, however, you can limit the chaos and confusion

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