Posts in David Webb
Planning and Budgeting around the Holidays

While spring cleaning may be a distant memory, we challenge you to begin a similarly productive, but entirely new habit to engage in every fall.  So grab an early morning coffee and budget an hour this weekend to button up security vulnerabilities that could hurt your finances and consume countless hours to rectify.  As such, we proudly present our Digital / Fall Cleaning Checklist:

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Successful Portfolio Structure

Designing successful investment portfolios is not a cookie-cutter exercise for mass production.  It requires a full understanding of one's goals, time horizon and a full perspective on their personal balance sheet and cash flow statement. 

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David WebbMike Giefer