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What is the Wealth Fix?

Ryan A. Hughes and Peter Campbell use the Wealth Fix brand to share their thoughts and opinions through their newsletter, YouTube channel, and podcast. They discuss all financial topics ranging from personal budgeting to economic policies. If you are looking for a fresh and keen perspective on all things finance, check it out!

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6 Smart Ways To Manage Concentrated Stock

6 Smart Ways to Manage Concentrated Stock

August 16, 2023

So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…

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Why Work With A True Fiduciary Advisor

Why You Need To Work With A True Fiduciary Financial Advisor

June 30, 2023

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

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Will inflation keep falling 2023 outlook

Will Inflation Keep Falling?

June 20, 2023

Inflation rates have been falling recently, albeit slower than we would like. After record-high CPI readings in 2022, monthly readings have been declining for…

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If California Were A Country

If California Were A Country

June 8, 2023

If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…

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Panic Selling

Panic Selling: The Invisible Threat to Your Portfolio

May 31, 2023

We are seeing a number of investors turn to fear and panic to take the wheel, guiding investors toward decisions that might not be…

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

May 19, 2023

Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…

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Asset Location Strategy

Demystifying Asset Location

April 20, 2023

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

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tax loss harvesting ultimate guide cover image

Is Tax-Loss Harvesting Worth it?

April 18, 2023

Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…

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How To Change California Residency

How to Change California Residency

April 16, 2023

Are you considering moving out of California? You are not alone. California’s population decreased by 358,662 in 2021 and 113,649 in 2022. Both are…

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