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The Magnificent 7, AI, & Concentration Risk

The Magnificent 7, AI, & Concentration Risk

The Magnificent 7, AI, & Concentration Risk

Nate Baim, MBA, CFP®

Aug 12, 20257 min read

Charting Your Course: Why Setting Financial Goals Is the First Step on Your Planning Path

Charting Your Course: Why Setting Financial Goals Is the First Step on Your Planning Path

Charting Your Course: Why Setting Financial Goals Is the First Step on Your Planning Path

Life Management

Nate Baim, MBA, CFP®

Jun 6, 20256 min read

May 2025 Market Recap: A Positive Month Despite U.S. Debt Downgrade

May 2025 Market Recap: A Positive Month Despite U.S. Debt Downgrade

May 2025 Market Recap: A Positive Month Despite U.S. Debt Downgrade

Nate Baim, MBA, CFP®

Jun 2, 20257 min read

Is Your Investment Portfolio Still Working for You?

Is Your Investment Portfolio Still Working for You?

Is Your Investment Portfolio Still Working for You?

Nate Baim, MBA, CFP®

May 19, 20256 min read

What Bonds Tell Us About Stocks

What Bonds Tell Us About Stocks

What Bonds Tell Us About Stocks

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jan 27, 20256 min read

Market Perspectives After a Nervous Start to 2025

Market Perspectives After a Nervous Start to 2025

Market Perspectives After a Nervous Start to 2025

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jan 13, 20256 min read

3 Financial Resolutions for 2025

3 Financial Resolutions for 2025

3 Financial Resolutions for 2025

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jan 6, 20256 min read

How Behavioral Science Helps Us Avoid Financial Traps

How Behavioral Science Helps Us Avoid Financial Traps

How Behavioral Science Helps Us Avoid Financial Traps

Commentary / Current Topics

Nate Baim, MBA, CFP®

Dec 17, 20246 min read

5 Insights for Long-Term Investors in the Second Half of 2024

5 Insights for Long-Term Investors in the Second Half of 2024

5 Insights for Long-Term Investors in the Second Half of 2024

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jul 3, 20248 min read

Elections & Your Money

Elections & Your Money

Elections & Your Money

Nate Baim, MBA, CFP®

Mar 11, 20246 min read

Loss Aversion and Sequence of Returns

Loss Aversion and Sequence of Returns

Loss Aversion and Sequence of Returns

Nate Baim, MBA, CFP®

Feb 19, 20246 min read

The Importance of Investing Early

The Importance of Investing Early

The Importance of Investing Early

Nate Baim, MBA, CFP®

Feb 3, 20246 min read

Organizing Your Financial Life for Success

Organizing Your Financial Life for Success

Organizing Your Financial Life for Success

Life Management

Nate Baim, MBA, CFP®

Jan 12, 20248 min read

Is It Time to Hire a Financial Planner?

Is It Time to Hire a Financial Planner?

Is It Time to Hire a Financial Planner?

Financial Advisor Benefits

Nate Baim, MBA, CFP®

Dec 18, 20238 min read

Financial Wellness Is Wellness

Financial Wellness Is Wellness

Financial Wellness Is Wellness

Life Management

Nate Baim, MBA, CFP®

Sep 11, 20236 min read

2023 Challenges & Opportunities for Small Business Owners

2023 Challenges & Opportunities for Small Business Owners

2023 Challenges & Opportunities for Small Business Owners

Self-Employed Business Owners

Nate Baim, MBA, CFP®

Feb 1, 20235 min read

Now That the Resolutions Part Is Over, Let’s Focus on Resources

Now That the Resolutions Part Is Over, Let’s Focus on Resources

Now That the Resolutions Part Is Over, Let’s Focus on Resources

Life Management

Nate Baim, MBA, CFP®

Jan 23, 20237 min read

Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage

Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage

Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage

Life Management

Nate Baim, MBA, CFP®

Jan 17, 20235 min read

Why Hire a Fee-Only Fiduciary Financial Planner?

Why Hire a Fee-Only Fiduciary Financial Planner?

Why Hire a Fee-Only Fiduciary Financial Planner?

Financial Advisor Benefits

Nate Baim, MBA, CFP®

May 4, 20227 min read

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