asset allocation, Videos, Wednesday Wisdom

Investing: Allocation, Allocation, Allocation

What are the key points to teach your kids (or learn yourself) around Asset Allocation.

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risk, time horizon, Videos, Wednesday Wisdom

Investing 101: Risk and Time Horizon

Understanding Risk and Time Horizon enables your children to make appropriate investment choices for their goals. Why using “piggy bank” savings is NOT a good method to teach this lesson.

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  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan