…MSCI World Small Cap -12.2% 26.8% Source: Bloomberg Barclays, FTSE, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. All indices are total return in US dollars. Data as of December 31,…
Read More
Search Results for: Finance Management Made Easy
Alex Beale
Alex is a Financial Advisor with Patriot, where he builds lasting relationships assisting clients in all areas of their financial lives including investment management & financial planning. Alex enjoys the…
Read More
How To Recover From A Financial Setback: Strategies For Rebuilding
…the first step toward financial stability and peace of mind. https://www.nerdwallet.com/article/finance/what-is-a-debt-snowball https://www.nerdwallet.com/article/finance/what-is-a-debt-avalanche This content is developed from sources believed to provide accurate information and provided by Twenty Over Ten. It…
Read More
Last-Minute Tax Prep Tips
With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accurately and on…
Read More
Does The 4% Rule Hold Up?
…the first year. The idea behind this rule is that it’s easy to calculate and provides a benchmark for how much you should spend in retirement. The goal of retirement…
Read MoreDave Palamar
…at JPM he worked in the Investor Client Management Group. In this role he was the primary point of contact between JPM and the senior management at some of JPM’s…
Read MoreCharles R. Harr
Originally from Texas, Charlie joined Patriot Investment Management in 1994 and serves as Financial Planner and Investment Manager. He earned a Bachelor of Science in Mathematics from West Texas State…
Read More