It doesn’t seem possible that so many years have passed since we started Patriot Investment Management! It has truly been a wonderful journey. When we began, our guiding philosophy was…
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Search Results for: Finance Management Made Easy
2019 Q3 Market Commentary
…– 1.9% 8.1% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Global Agg: Barclays Global Aggregate; Small cap: MSCI…
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Quarterly Market Commentary – 1st Quarter 2020
…FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS Commodity Index; Global Agg: Barclays Global Aggregate; Growth: MSCI World Growth;…
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2Q2020 Market Commentary
…26.8% -12.7% 24.7% MSCI EM 18.9% -9.7% 18.2% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS…
Read MoreDolores M. Walker
…retail, office and customer service management. Dolores lives in Knoxville with her husband. In her free time she enjoys traveling, watching college basketball and football, and spending time with family…
Read MoreCarol Ann Travis
Carol Ann brings over six years of experience in business management and administration, along with two years in the RIA space. As a key member of our Client Service Team…
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Teaching Children Financial Literacy
…the right way. Without learning money management skills at home, your kids are going to be in for a few nasty surprises when they get older. Are you worried about…
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Is “Temporary Retirement” The Newest Trend?
…with loved ones Preventing career burnout Time for creative exploration Providing a new perspective on work Skill development Time management Cultural enrichment Financial awareness and discipline Work-life balance Is Temporary…
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The Benefits Of Financial Literacy For Teens And Young Adults
Financial literacy is more than just a valuable skill—it is a necessity. Many young people enter adulthood without a solid understanding of money management, which can lead to long-term financial…
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Retirement Strategy: Money & Longevity
…topics like income planning, investment strategy, and risk management, translating your retirement vision into a clear, actionable path. https://www.rbcwealthmanagement.com/en-us/insights/will-you-outlive-your-money-in-retirement-3-risks-to-plan-for-now https://www.npr.org/2022/02/19/1081875948/inflation-has-many-retirees-worried-about-outliving-their-savings https://www.cnbc.com/select/what-is-the-4-percent-retirement-savings-rule/ This content is developed from sources believed to provide…
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