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Blog

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Private Financial Design | Jul 27, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Businesswoman looking at her phone
Private Financial Design | Jul 27, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Private Financial Design | Jul 27, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Group of young professionals in a meeting. They are in a casual office setting
Private Financial Design | Jul 27, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Avoid Emotional Investment Choices | Private Financial Design
Private Financial Design | Jan 20, 2021

How to Avoid Emotional Investment Choices

Investments

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master

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Retiring as a Small Business Owner | Private Financial Design
Private Financial Design | Jan 20, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Post-COVID-19 Investing Market | Private Financial Design
Private Financial Design | Jan 20, 2021

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the
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