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Home›Posts Tagged "Rebalancing"

Tag: Rebalancing

  • Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi

    Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is ...
    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
  • Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi

    Smart money moves for 2020

    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm ...
    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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