Jim Lewis, AAMS®

Wealth Advisor

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Women and Financial Strategies

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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.