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Avoiding Bad Financial Decisions

Submitted by Shore Morgan Young Wealth Strategies on January 16th, 2020

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

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How to Protect Your Identity

Submitted by Shore Morgan Young Wealth Strategies on January 16th, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Why Diversifying Your Portfolio is Important

Submitted by Shore Morgan Young Wealth Strategies on July 8th, 2019

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

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Asset Protection: 5 Things You Probably Haven't Considered

Submitted by Shore Morgan Young Wealth Strategies on December 19th, 2017

Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

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Recent Blog Posts

  • Avoiding Bad Financial Decisions
  • How to Protect Your Identity
  • Why Diversifying Your Portfolio is Important

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Private Wealth Strategies, L.L.C, is a Registered Investment Adviser. Advisory services offered through Private Wealth Strategies, L.L.C, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. (www.lincolninvestment.com). Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. are independent of and not affiliated with Capital Analysts or Lincoln Investment. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Private Wealth Strategies, L.L.C, Lincoln Investment, or Capital Analysts.

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