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October 12, 2018

How do investors know what to trade? This investing guide was written as a blueprint for investors looking to get on track and stay on track by tailoring their investments to their financial goals. Every investor wants to grow their net worth while taking on less risk. How can one go about that and stay on track? As a fee-only investment advisor in Austin, TX, here is how I recommend getting started with investments.

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August 31, 2018

How do you start? This is one of the most important questions in saving for retirement. Whether planning for retirement in Austin, TX or elsewhere, you should start by building a retirement plan customized to your unique financial situation.