835 North Post, Suite 102
Spokane, WA 99201
583 Battery St, Suite 3603
Seattle, WA 98121

Easy Come Easy Go

The stats around inherited wealth are pretty staggering, as are the examples we’ve witnessed firsthand all too often, but it isn’t the only way money can quickly slip away. A lack of diversification, investors with no bear market experience, the first big paycheck all can lead to big mistakes. Discipline in spending is key, but also incredibly hard to do without a compelling plan to remind you of what is possible if you employ that discipline.
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