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Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Blog
Allison Vanaski, CFP®

Enliven Your Optimism to Increase Your Luck in the New Year

Learn How Your Mindset is Directly Related to Your Success “Some luck lies in not getting what you thought you wanted but getting what you have, which once you have it you may be smart enough to see it is what you would have wanted had you known.”-Garrison Keillor Would you like to change your luck in the New Year?

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Summing Up 2021
Blog
Allison Vanaski, CFP®

Summing Up 2021

2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%, this and more found in the Arcadia Wealth Management summary of the 2021 Market Report. Despite the many reasons one could have found for stocks to retreat, 2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%. While the global stock market

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Money and Emotions: Knowing Yourself and Your Behaviors
Investment Management
Allison Vanaski, CFP®

Money and Emotions: Knowing Yourself and Your Behaviors

The following is an excerpt from our book, THE MILLIONAIRE WITHIN, available on Amazon.   Ask a hundred people whether their emotions influence their financial decisions and all but a few will say “no.” Most people believe they approach investing and money matters with a sound, analytical state of mind. In reality, they approach investing from an emotional perspective.

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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