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Where we provide insights on markets, financial planning and much more.

Featured Blog Post:

January 29, 2020

The Unexpected Covid Crisis: Our prescient late January client video provides a history lesson investors need right now!

Emergency Fund: 101

Let’s take a look at how an Emergency Fund can serve as a valued safety net as it relates to personal finance. Essentially, this is money that has been set aside to support you and your family during times of unexpected expenses.

I Do, Now What?

Congratulations! You said “I do”, danced the night away with family and friends, and started a new chapter of your life called marriage. You might be asking yourself, “Now what?”

Personal Financial Lessons from Dad

This year has been rife with ups and downs – but one area that I’m sure we can agree to celebrate is Father’s Day. We thank all of the dad’s out there for their support, guidance and perhaps quirky tidbits of advice along the way.

The ABC’s of Finance

We believe that when you have a better understanding of personal finance and why investment decisions are made, you ultimately make better decisions related to spending, saving, borrowing, and legacy planning.

ESG Investing

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Do I need a Financial Advisor?

There may not be a silver bullet that answers the question, “Do I need a financial advisor?” but we do believe there are several ways to engage and work with an advisory team to meet your unique needs and situation.

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Vahanian & Associates (“Vahanian”) created this presentation for its website. Any other distribution of this presentation is strictly prohibited. While the content presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. Vahanian believes this information is reliable, however, it has not necessarily been independently verified. Vahanian does not guarantee the complete accuracy of all data in this blog post, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of Vahanian as of the date of publication and are subject to change. This blog post does not constitute personalized advice from Vahanian or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Vahanian is not a law firm and does not intend for any content to be construed as legal advice. Readers should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, Vahanian recommends that readers consult Vahanian and their other professional advisers (including their lawyers and accountants) and consider independent due diligence before implementing any of the options directly or indirectly referenced in this blog post.

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