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Financial Planning, Page 2

Decisions, checklists, concentrated stock, and what money is actually for

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Financial Planning

Planning to Win

Below is a short exert from the Chapter “Strategies to Profit During Market Cycles” from my book, “Physicians Guide to Wealth” released last year:

Anton Bayer · January 18, 2023 · 4 min read

Financial Planning

Not Another Holiday Checklist!

2022, or as I like to refer to it, “the year of three two's,” is finally coming to a close. Families across the world are getting together to celebrate the holidays, which means that the final scramble to finish shopping

Anton Bayer · December 21, 2022 · 7 min read

Financial Planning

Thankful

I thought I would take a break from the exciting world of finance to focus on Thanksgiving and the many blessings we have.

Anton Bayer · November 22, 2022 · 7 min read

Financial Planning

Seasons

Now that Halloween is over, the holidays are officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August.

Anton Bayer · November 2, 2022 · 6 min read

Financial Planning

Risk Management, You Say – Main

A few weeks ago I was rereading Joe Coulombe’s autobiography, Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, when I came across this quote:

Anton Bayer · October 26, 2022 · 6 min read

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For general education only, not individualized tax or investment advice. Up Capital Management is a Registered Investment Adviser.