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Month: July 2023

Investor Psychology When Bull Markets Take Hold

October 28, 2025July 26, 2023 by Jason Preti, CFP®
bull in front of a stock chart

In the world of investing, there are few phrases as exhilarating as “bull market.” yet many remain decidedly pessimistic, even in the midst of a bull market.

Categories Investing

The Disconnect Between Financial Markets and the Economy

October 28, 2025July 26, 2023 by Jason Preti, CFP®
computer monitors with past, present, future labels

The recent advances in the stock market have left many puzzled, given the financial markets and the not-so-good economic data we have witnessed.

Categories Investing

What is Retirement Readiness?

October 28, 2025July 21, 2023 by Jason Preti, CFP®
hand pointing at you with a question mark

Develop an investment strategy tailored to your specific financial goals and risk tolerance in order to reach retirement readiness.

Categories Retirement

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Recent Posts

  • Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
  • Securing Your Family’s Future: A Financial Advisor’s Guide to Life Insurance Needs
  • The Overlooked Alchemy of True Wealth Management
  • Empower Your Wealth: Strategic Tax Planning for Life’s Major Milestones
  • Empower Your Future: Tax Changes After Life’s Big Moments

Categories

  • Company Benefits
  • Investing
  • Planning
  • Retirement
  • Retirement Savings
  • Taxes
Email

jason@unleashedfinancial.com

Phone

425-954-6781

Address

Kirkland, WA 98034

Serving

Seattle, Bellevue, Redmond, and the greater Eastside community

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Unleashed Financial LLC

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