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BY GENTI CICI, CFP, CAIA, MBA, Feb 4, 2021
Why invest through a diversified portfolio?The below write-up was written before the GameStop saga, so we’d like to spend a minute to address that as it is relevant to what we’re saying below. In a nutshell, GameStop was a heavily shorted company (where investors believe the stock will do poorly,…
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BY GENTI CICI, CFP, CAIA, MBA, Feb 1, 2021
Financial Goals FirstAs the new year is now in full force and everyone has high hopes for a better 2021, we decided to start our conversation about money from the very beginning. What would you say the beginning is? That would be ‘sitting down’, thinking and reflecting on your money goals not just…
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BY GENTI CICI, CFP, CAIA, MBA, Jan 4, 2021
The year 2020 will definitely be written in history books, medicine books, government policy books, and definitely in the upcoming books and Hollywood movies as the year that no one expected. The black swan of black swans event. And while that book or movie hasn’t ended yet, we can already look into…
BY GENTI CICI, CFP, CAIA, MBA, Dec 18, 2020
Here at InvestEd. we always strive to bring you the latest ideas in financial planning and investment strategies. All of our clients know that we help them invest through a carefully thought-out portfolio that is designed to best achieve their goals, but many others (including sometimes our own…
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BY ENDRIT LLOSHI, Nov 20, 2020
Before I started working in with industry, the words goal and financial education never rang all that important for me. Why do we need them? I thought all that was important was to invest just to make money! Thankfully it didn't take me long at all to understand how important is to have goals and to…
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