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The Accumulator's 12-Point Financial Health Score: Are You Building Wealth Correctly?
You're in your peak earning years. Income is strong. Retirement feels distant but present enough to think about. You're saving, investing, probably doing most things right. But are you building wealth correctly? Not "are you saving enough" or "is your portfolio diversified" those are component questions. The real question is whether all the pieces of your financial life are working together in a coordinated system. Every optimization decision you make now compounds for decade


Asset Allocation & Your Investment Portfolio
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking...


Why a Stock Peak Isn’t a Cliff
Many investors may think a market high signals that stocks are overvalued or have reached a ceiling. However, they may be surprised to...

Ananda Das, CFP®
2 min read


Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to...
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