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The Woodward Financial Advisors Blog

3 Common Investing Mistakes Thumbnail

3 Common Investing Mistakes

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. Consider three common mistakes that can reduce returns and increase anxiety ...

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Spring Clean Your Finances:  A Comprehensive Financial Health Checklist for a Prosperous Future Thumbnail

Spring Clean Your Finances: A Comprehensive Financial Health Checklist for a Prosperous Future

As the flowers bloom and the days grow longer, spring serves as the perfect reminder that it’s time to refresh and rejuvenate. While you’re decluttering your home and tidying up your garden, don’t forget to give your finances a thorough spring cleaning as well. Just like your living space, your financial health requires attention and maintenance.

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Life in the Cash Lane Thumbnail

Life in the Cash Lane

Growing up my father would often say “cash is king” as he handed over bills to the cashier while I rolled my eyes upon hearing this saying for the millionth time. But now as a financial advisor, I understand the importance of cash and that making strategic decisions about where to earn a little extra return on your short-term savings and emergency fund is crucial for maintaining and growing wealth.

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The 2024 Presidential Election and the Stock Market Thumbnail

The 2024 Presidential Election and the Stock Market

When faced with uncertainty, we understand the natural human reaction to worry. An example of uncertainty in 2024 is the upcoming Presidential election. Our political elections in the U.S. have become very polarizing, with each side thinking that if the other party wins then our country (and economy and stock market and you name it…) will crumble. So, is that a reason to worry?

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New Year, Same Discipline. Thumbnail

New Year, Same Discipline.

As we start this new calendar year, for many it’s the time for resolutions, predictions, and all sorts of other January traditions. There are those resolutions that we can all agree seem like good ideas – exercise more, eat healthier, go to bed earlier, read more books, etc. You know the drill. And then there are the predictions that may seem like fun, and even bring out one’s competitive spirit, but at the end of the day just really don’t matter.

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