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Let's Talk About Bonds, Baby

Thursday, 15 July 2021



Bonds play four traditional roles in a diversified portfolio, but not all of them apply in the current environment of rising inflation.

Are You Practicing Values-Based Financial Planning?

How to Use Your Values to Guide Your Investments

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 28 June 2021

Are You Practicing Values-Based Financial Planning?

When you think of your finances, your first thoughts probably aren’t about your core values. You’re more likely to be focused on the debt you are trying to tackle or the long-term goals you have for your money. Often, conversations about finances are more focused outwardly on things like interest rates, rather than inwardly on things like intrinsic values. At times,  it may even feel like the values that guide your life and the pursuit of money are at odds with each other, but that doesn’t have to be the case. 

With values-based financial planning, you can pursue your goals while staying true to yourself and the most important aspects of your life. Fortunately, it’s a fairly straightforward process, too. First, identify what matters most to you. Then, visualize your goals. Finally, determine a plan to reach those goals and get started implementing it.   

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