Tag: financial planning
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What Rising Interest Rates Mean for Your Bonds, Investments and Retirement
Interest rates have a major impact on the economy, the bond market and your financial plan. In this episode of PIVOT, Darryl Lyons breaks down...
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What Elon Musk’s Tunnels Can Teach Us About Economic Growth
Elon Musk’s tunnel projects are more than an unconventional approach to transportation. They offer an interesting look at how innovation, infrastructure and economic activity can...
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How To Align Your Wealth With What Matters Most
Many successful people spend decades building wealth. But after years of saving, investing, and working toward financial success, an important question often comes up: What...
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Economic Indicators Explained: How to Read the Headlines Without Panicking
Economic headlines can make investors feel like they need to react immediately. A consumer sentiment index “crashes.” Unemployment claims “spike.” The market reacts. But what...
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Is Direct Indexing Worth It for Investors With $1 Million or More?
For some people with substantial taxable assets, direct indexing can provide additional opportunities for tax management and portfolio customization. However, it isn’t appropriate for everyone....
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How To Talk to Your Children About Inheritance
Many parents spend decades building wealth for the people they love. Yet surprisingly few spend the same amount of time preparing family members for the...
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Does a Higher Net Worth Automatically Mean Financial Freedom?
Financial freedom isn’t determined by a specific number on a statement. It depends on whether your assets, income, spending, taxes, and goals support the lifestyle...
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Diversification Still Wins: Understanding Market Rotation and Broadening
Have you ever looked at your investment portfolio and wondered why only a handful of stocks seem to be driving all of the returns? In...
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Why Preventive Healthcare Is a Long-Term Investment
Why do so many people stay on top of vehicle maintenance but put off their own health? In this episode of Pivot with Darryl Lyons,...
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The 8 Principles of Leading Change in Life, Leadership, and Financial Decisions
Change is inevitable, but navigating it well is a skill. In this episode of Pivot with Darryl Lyons, Darryl explores John Kotter’s eight principles for...
