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Damon C Collins, MBA, AAMS®, CFEI®
Jul 14, 20223 min read
Retiring in a Volatile Market: Control What You Can
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn's impact...
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Damon C Collins, MBA, AAMS®, CFEI®
Jul 7, 20223 min read
Understanding the Fee-Only, Fiduciary Advisor Model.
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options,...
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Damon C Collins, MBA, AAMS®, CFEI®
Jun 28, 20225 min read
Inherited 401(K): A Guide for Beneficiaries
Most workers participating in a 401(k) plan attempt to salt away as much of their income as possible into the retirement plan; at...
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Damon C Collins, MBA, AAMS®, CFEI®
Jun 15, 20223 min read
The Backdoor Roth IRA: A Strategy for Tax-Advantaged Savings for High Earners?
For high earners that have contributed the maximum to tax-deferred accounts such as 401(k)s, additional savings that can grow tax-free...
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Damon C Collins, MBA, AAMS®, CFEI®
Jun 8, 20223 min read
Your Investment Portfolio Asset Allocation – The Long and the Short of It
Determining your portfolio goals and risk tolerance is the first step in creating an investment strategy. The next step is to deploy the...
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Damon C Collins, MBA, AAMS®, CFEI®
May 19, 20224 min read
What’s Driving the Recent Volatility?
The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines "more...
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Damon C Collins, MBA, AAMS®, CFEI®
May 10, 20224 min read
The Financial Future is Female
A recent study by Mckinsey & Company found that women currently control more than $10 trillion of wealth. That number is expected to...
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Damon C Collins, MBA, AAMS®, CFEI®
Apr 22, 20225 min read
What Are Dividends and The Advantages of Dividend Stocks?
You might have heard the term “Dividend Payments” or “Dividend Stocks” and wonder how these terms relate to investing and why they are...
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Damon C Collins, MBA, AAMS®, CFEI®
Apr 7, 20224 min read
Cash Flow Planning When You’re at the Mid-Point of Your Career
Your financial journey has a lot of milestones and transitions along the way. However, it generally breaks down into stages where your...
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Damon C Collins, MBA, AAMS®, CFEI®
Apr 5, 20225 min read
March Market Commentary: In Like A Lamb, Out Like a Lion?
March Recap and April Outlook Ukraine's fierce response to and subsequent repulsion of Russian troops surprised everyone, not least...
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Damon C Collins, MBA, AAMS®, CFEI®
Apr 5, 20223 min read
How To Manage Your 401(k) or 403(b) After You Leave Your Job.
Employers offer employer-sponsored 401(k) and 403(b) plans to help employees save for retirement. The benefits of these...
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Damon C Collins, MBA, AAMS®, CFEI®
Mar 23, 20225 min read
Building a Balanced Investment Portfolio
The first step in creating a balanced portfolio is to realize that the "balance" doesn't refer to the investments contained in the...
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Damon C Collins, MBA, AAMS®, CFEI®
Mar 15, 20224 min read
Managing Investments Means Managing Your Emotions
The market crashed over 10% in a single day in March 2020. While many investors sold out of their positions, those who held on and...
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Damon C Collins, MBA, AAMS®, CFEI®
Mar 5, 20226 min read
Financial Planning for the Early Stage of Your Career
Getting to that point in your career where you're finally making decent money is a reason for celebration. Whether from getting the job...
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Damon C Collins, MBA, AAMS®, CFEI®
Feb 25, 20223 min read
A Note on the Invasion of Ukraine
The news about the invasion of Ukraine is distressing on a humanitarian level and unsettling when thinking about the impact of increased...
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Damon C Collins, MBA, AAMS®, CFEI®
Feb 15, 20223 min read
YES! There is a Student Loan Forgiveness Option to Help Manage College Debt. Do you Qualify?
College student loans have become an enormous burden for many Americans. According to the Department of Education, private and federal...
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Damon C Collins, MBA, AAMS®, CFEI®
Feb 4, 20223 min read
Creating a Goal-Based Framework for Your Financial Picture
Goals — we all have them. Whether it’s our health, career, or personal life, most of us have some aspirational vision and goals we want...
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