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Ironhorse Insights & News

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5 Common Myths You Should Know About Financial Advice

"My advisor should help me get out of low-performing investments—and get into high-performing investments" / "My advisor only focuses on my account balance—everything else is up to me"/ "When the market swings, my advisor should make a change to my portfolio." / "If my portfolio doesn’t include the most popular investments, my advisor isn’t doing a good job."/ "I only need an advisor if my portfolio is complex."

Insights Portfolio Management Financial Planning Next Generation Investment Basics
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Estate Planning For Digital Assets

Even people who have done extensive estate planning often overlook one important fact: digital assets like your social media accounts, online accounts and other digital information may be frozen upon your death making it nearly impossible for your family and other loved ones to access this information after you die.

Estate Planning