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Blog

April Martinez | Sep 5, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
April Martinez | Sep 5, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
April Martinez | Sep 5, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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April Martinez | Sep 5, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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default blog image
April Martinez | Sep 5, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Hand holding a page with several charts on it
Benchmark Wealth Management | Jan 19, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Man reading newspaper next to laptop and phone
Benchmark Wealth Management | Jan 19, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Benchmark Wealth Management | Jan 19, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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