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08May
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Staying the Course During Economic Turmoil
By CKS Summit Groupin Blog

Staying the Course During Economic Turmoil

As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…

09Apr
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How Not To Invest: Common Investment Mistakes
By CKS Summit Groupin Blog, Investment

How Not To Invest: Common Investment Mistakes

Investing can be a powerful tool for building long-term wealth, but many individuals unknowingly make mistakes that hinder their financial progress. Whether it’s following misleading advice, misunderstanding financial concepts, or…

13Nov
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The Role of Taxes in Wealth Building
By CKS Summit Groupin Blog

The Role of Taxes in Wealth Building

As retirement approaches, affluent Americans must address numerous questions to preserve and grow their wealth. Among these, taxes play a pivotal role—yet they’re often overlooked in wealth-building strategies.  For those…

22Oct
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The Importance of Short-Term and Long-Term Goals for Retirement Planning
By CKS Summit Groupin Blog

The Importance of Short-Term and Long-Term Goals for Retirement Planning

Retirement planning is one of the most important financial steps in life, and it takes thoughtful planning and ongoing effort. It’s not just about saving money for the future; it’s…

16Oct
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Common Investment Mistakes and How to Avoid Them
By CKS Summit Groupin Blog

Common Investment Mistakes and How to Avoid Them

Investing for retirement can be a complex and daunting task, particularly for individuals with substantial assets. The more wealth you have to manage, the higher the stakes, and the potential…

15Aug
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Finding the Right Balance in Your Investment Portfolio 
By CKS Summit Groupin Blog

Finding the Right Balance in Your Investment Portfolio 

One of the most common debates in investing revolves around diversification and concentration. Both strategies have advocates and merits, but finding the right balance is key to achieving your financial…

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