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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Money Mishaps
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Home›Posts Tagged "investing"

Tag: investing

  • Cash Reserves, Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2023

    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi

    How To Avoid Emotional Investment Mistakes During Difficult Markets

    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing
    January 14, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2022

    Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New ...
    Read More
  • Investing
    April 19, 2021
    by Kurt J. Rossi

    Restricted Stock Unit Strategies

    Today, fewer companies are offering traditional stock option plans to their employees than ever before.  Instead, companies continue to migrate toward restricted stock units or ...
    Read More
  • Investing
    March 23, 2021
    by Kurt J. Rossi

    Portfolio Pitfalls to Avoid

    It’s no simple task to put together and carry out a comprehensive investment plan – especially in the current economy. In fact, the process of ...
    Read More
  • Investing
    March 10, 2020
    by Kurt J. Rossi

    How to Avoid Portfolio Panic During Difficult Markets

    Until recent Coronavirus fears took hold, the financial markets had continued to march higher in the face of higher valuations and heightened policy and trade ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    October 25, 2019
    by Kurt J. Rossi

    Why You May Be Your Own Worst Enemy When it Comes to Investing

    There is no shortage of investment dangers for investors to worry about. From the impact of interest rate changes and reductions in corporate profits to ...
    Read More

 

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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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