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  1. My role, as Lead Wealth Adviser, at Capital Resource Management is to help individuals make the best decisions possible to optimize their personal wealth and their lives.

  2. The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence. #StockMarket #Investing #Finance #Economy...

  3. It has now been more than a year since Phil Gose wrote this article providing context and advice around the question "Is this the time to buy stocks?" (April, 2020). The market low last year was set...

  4. With the Federal debt ceiling fight resolved and the potential of further artificial intelligence innovations on the horizon, stocks had a mixed month in May.

  5. Implement investment strategies based on your risk profile that may help increase and preserve your wealth. Develop a strategic financial plan designed to help you pursue your financial goals. Make sound decisions about your retirement accounts by planning a sound, sustainable distribution strategy during retirement.

  6. Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data…

  7. Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of...

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