Understanding Your Investing Style
These articles may make your investment journey a smoother one.
How to Maintain a Long-term Approach to Investing
By: Kevin Casteel, CFP®, Financial PlannerTempted to push the sell button during market volatility? Rethink your goals instead.
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‘Growth’ or ‘Value’: Which Style Is Best for Your Portfolio?
By: Matt Schmitt, CFA®, Portfolio ManagerSound portfolio management often is based on a mix of both fundamental investment styles.
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5 Benefits of an Organized Financial Life
By: Guy Hockerman, CFP®, Financial Planning ManagerOrganizing your assets and liabilities benefits you now and your loved ones in the future.
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The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The opinions and other information in the commentary are provided as of February 22, 2023. This summary is intended to provide general information only, and may be of value to the reader and audience.
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