Author: Earl Yaokasin
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Selecting a Financial Advisor: Why Choose WealthArch Over the Competition?
When you’re looking for a service—whether it’s a doctor, contractor, or investment advisor—you probably rely on word of mouth, Google searches, or Yelp reviews. More often than not, the firms you hear about first are the ones with the biggest marketing budgets, like national banks or flashy brokerages and institutions that sound impressive. But selecting…
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The Role of a Private Wealth Management Advisor
As your finances grow, so does the complexity of keeping everything in order. Managing stocks, real estate, and other investments takes time, strategy, and a close eye on the market. Taxes get trickier, too, with capital gains, deductions, and estate planning. Add to that expanding insurance needs, and it’s not hard to see why people…
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Diversifying Your Portfolio: Strategies for Balanced Wealth Growth
Diversification is a wealth strategy that reduces risk by spreading investments across asset classes, sectors, geographies, and more. Core strategies include asset class diversification, sector and industry exposure, global vs. national investments, and a mix of investment styles. Balanced portfolios smooth out volatility while keeping you liquid enough to seize opportunities or handle emergencies. We…
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My Thoughts on the Tariff Situation
The Trump administration has been talking about imposing tariffs against several countries for some time now and on April 2, 2025, they were finally implemented. The big unknowns were how many countries they would be imposed on and how steep they would be. It was broader and larger in scope than many anticipated. For example,…
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Navigating the Market: Essential Investment Risk Management Strategies
Investing your money is inherently risky, as the stock market is a dynamic beast. Even the most meticulously crafted portfolios can experience downturns; however, the savvy investor understands how to weather market fluctuations. That investor knows that implementing sound investment risk management strategies can mitigate economic downturns. Effective stock risk management isn’t about avoiding all…
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Three Investment Trends To Watch in 2025
The savvy investor knows that staying informed of emerging investment trends is crucial to a sound financial planning strategy. Today’s rapidly changing economic landscape makes staying on top of the latest developments quite the challenge. Still, being aware of what’s happening now and in the near future can position your portfolio for future growth. In…
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Retirement Planning Guide: Saving for Your Future
Retirement is often thought of as a blissful state of leisure and freedom. It’s a time to relax, travel, and pursue hobbies without the constraints of a full-time job. For many people, it’s a reward for decades of hard work and dedication, a chance to enjoy the fruits of their labor. Retirement is more than…
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What is a Fiduciary Financial Advisor?
Why Fiduciary Responsibility is Important to Clients A fiduciary financial advisor represents the pinnacle of trust and ethical standards in the world of financial management. However, what is the fiduciary responsibility they carry? What does fiduciary responsibility mean? Essentially, these professionals are legally obligated to act in the interests of their clients and must set…
