Posts for Jul 2019 • Archives

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3 Questions to Ask Before Selling Your Investment

Posted by Ocean Wealth

3 Questions to Ask Before Selling Your Investment It’s one of the most commonly asked questions a financial advisor hears from clients: “how do I know if I should sell my investment?” Unfortunately, the answer isn’t all that black and white. There’s no mathematical formula to outline if you should sell a stock or bond after x-amount of years.

Posted by Ocean Wealth

Saving For Retirement As a small business owner, you’re used to doing everything on your own. Self-employment comes with a set of unique responsibilities that differ from regular employees. You’re always on-the-go and dealing with day-to-day tasks involved in running your business. With so many things on your plate, it’s easy to forget the future and live in the now instead.

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