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Family Wealth Planning

Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that nourishes our most satisfying relationships. We’d like to invite …

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Investment Management for the Real World

Investors are often their own worst enemy, buying high and selling low, when sticking to a long-term strategy would serve them best. Many studies document this fact, finding that individual investors routinely underperform the mutual funds they invest in through …

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Financial Freedom

While many people focus on and plan for retirement, at Catalyze, we talk more about financial freedom than we do about retirement.  Retirement might be one part of your goals for financial freedom, but financial freedom is so much more …

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Personal Assets and Prioritizing Goals

You may have heard the phrase “a home is the best investment you can make” or something similar to this.  The reality is a home is not an investment; it’s an expense. This doesn’t mean you shouldn’t own a home; …