Charleston Financial Advisor

Portfolio Allocations Matter
Behavior Finance

Portfolio Allocations Matter

If the events of 2022 and 2023 haven’t conveyed that portfolio allocations matter to investors, it’s challenging to imagine what kind of investment landscape would

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Investor
Academic Research

Are you a Trader or Investor?

In a world with constant information overload, sometimes it’s best to take a step back from financial news feeds to focus on core topics that drive

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Academic Research

IPOs, SPACs, and Direct Listings

Investors are flooded with information, options, and little guidance when choosing what investment vehicles to put in their investment accounts. During and post-Pandemic, many of

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