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Blogs

Christopher Soulios | Jul 2, 2025

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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Christopher Soulios | Jun 25, 2025

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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Christopher Soulios | Jun 18, 2025

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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Christopher Soulios | Jun 11, 2025

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Christopher Soulios | Jun 4, 2025

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Christopher Soulios | May 28, 2025

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Christopher Soulios | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Christopher Soulios | May 14, 2025

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Christopher Soulios | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Christopher Soulios | Apr 30, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Christopher Soulios | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Christopher Soulios | Apr 16, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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P: 805-267-1226

     

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