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TriCord Advisors Inc. | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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TriCord Advisors Inc. | Sep 2, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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TriCord Advisors Inc. | Aug 30, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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TriCord Advisors Inc. | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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TriCord Advisors Inc. | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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TriCord Advisors Inc. | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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TriCord Advisors Inc. | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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TriCord Advisors Inc. | Jul 12, 2022

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Finance
Investments
CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly
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TriCord Advisors Inc. | Jul 8, 2022

Charitable Giving with Purpose Magnifies Your Gifts

Finance
Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.
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TriCord Advisors Inc. | Jul 7, 2022

Life Insurance and Annuities for True Lifetime Protection

Insurance
It is not often that the topics of life insurance and annuities are brought up in the same discussion, primarily because they serve two very distinct purposes
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TriCord Advisors Inc. | Jul 5, 2022

If You Have a Creepy Feeling You’re being Watched it’s Because You Are

Privacy
It began innocently enough. You swipe your grocery club card at checkout, and as you gather your bags, the checkout clerk hands you some coupons with offers on
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TriCord Advisors Inc. | Jul 1, 2022

The Art and Science of Asset Allocation

Finance
Investments
Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through
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Investment advisory services are provided by TriCord Advisors, Inc., an SEC registered investment adviser. The firm only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding TriCord Advisors, Inc. including its fees, can be found in TriCord Advisors, Inc.’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. TriCord Advisors, Inc. does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Any legal services offered in California through TriCord Legal Services, Inc. are pursuant to a separate engagement with TriCord Legal Services, Inc. Investment products, insurance and annuity products are not FDIC insured and may lose value. Actual returns experienced by individual clients will differ due to many factors. Past performance does not guarantee future results. Investments involve risk and the possibility of loss, including the loss of principal.

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