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…
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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…
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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…
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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…
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It’s Time To Revisit Your Annual Financial Goals. How Did You Do?
…about personal finance? Did you develop better financial habits? Did you make strides in improving your financial literacy? These non-monetary gains are crucial for long-term financial success. Setting Goals for…
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