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Useful market insights and investing perspective

How Can You Tell a Great Advisor from A Mediocre One?

Choosing an Advisor

August 2, 2024

Key questions to ask yourself to determine if your financial advisor is truly adding value when managing your investments.

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How Can You Tell a Great Advisor from A Mediocre One?

Choosing an Advisor

August 2, 2024

Key questions to ask yourself to determine if your financial advisor is truly adding value when managing your investments.

Read more

"Comprehensive" financial plans are MapQuest. Integrated financial planning is your GPS.

Wealth

April 24, 2024

Smart financial planning is about arriving at the destination on-time, not obsessing over a route that might change.

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Introducing Toth Capital Management

Toth Capital

April 17, 2024

Building on a decade of experience helping more than 500 families, Toth Capital is setting a new standard for value-add wealth management.

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Yes, you can be saving too much.

Wealth

April 8, 2024

Taking an overly conservative approach to your finances can paradoxically put you at enormous risk of not achieving your long-term financial goals.

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How to know if you're dealing with a value-add financial advisor.

Wealth

August 10, 2023

If you entrust someone to manage your investments, they better deliver value that far exceeds the fees they charge. Ask these questions to cut through the crap.

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