Why You Need a Financial Advisor
We understand. Personal Financial Planning or investing in the stock market can be ambiguous, uncertain, and stressful. You could follow a DIY (Do It Yourself)
December 13, 2021
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Articles & Insights
Must-Reads
Working With Aventine: Client Story
As a financial advisor, I have worked with individuals to support and guide them with their financial and investing decisions. Every client has led to
November 18, 2022
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Resources For You
Business
RIA and CFP Designation? What are They and What do They Mean!
With the rise in “robo” financial services coupled with the large number of individuals claiming to be “financial advisors,” searching for the perfect financial advisor
June 24, 2019
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Business
Happy Anniversary, Aventine Financial Group LLC!
On April 13th, 2018, Aventine was launched and we haven’t looked back since. We have reached some considerable milestones within the firm and have engaged
April 13, 2019
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Retirement Planning
My Retirement Paycheck
Most of us will spend our lives paying bills from predictable monthly or bi-weekly paychecks, whether those checks come from an employer, self-pay, or investments.
February 7, 2019
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Personal Finance
3 Steps to Maximize Your Financial Resolutions in 2019
The New Year represents a new beginning, a fresh start, a chance to take control of our health, wealth, and happiness to live more fulfilled
January 1, 2019
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Estate Planning
Special Needs Trusts: What They Are and Who Can Benefit from Them
Estate planning is an essential part of any complete financial plan, but having one becomes even more critical when that plan must provide for the
December 19, 2018
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Investments
Should You Be Worried About the Recent Stock Market Correction?
Year to Date Performance of FAANG vs. the S&P 500 The saying is “the stock market goes up like a staircase and goes down
November 7, 2018
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Financial Planning
Value of Financial Planning
What can a Financial Plan do for me? Case 1 Let’s meet Michael. He’s 30 years old and has a good job. He makes
June 26, 2018
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Stock Market
Message from the Market
“the market has a message for those who are listening” Issue #2: Mathematics of Losses In this post I will discuss the “Mathematics of
June 6, 2018
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Stock Market
Message from the Market
“the market has a message for those who are listening” Welcome to “Message from the Market”. The forum for my thoughts gained from more than
May 23, 2018
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