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Articles « Osprey Money Management LLC
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The 10 Investment Related Resolutions. Thursday, August 4th, 2011. I will not confuse entertainment with advice. I will acknowledge that the financial media is in the entertainment business and their message can compromise my long-term focus and discipline, leading me to make poor investment decisions. I will continue to invest new capital and work my plan because it is. In the market and not. The market that matters. I will not focus my portfolio in a few securities, or even a few asset classes, as dive...
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Blog Posts « Osprey Money Management LLC
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How can you tell if you have the right financial advisor? Thursday, March 17th, 2016. Here is a check list of questions to ask yourself:. 1) Does he/she prognosticate and predict? We’ve been taught to expect our experts to tell us what is coming, yet in reality no one knows. We must be prepared for all possible and unseen events to the extent we can be. 2) When the market makes a big move up or down, does your advisor suggest changes to your portfolio? B) Were there commission charges on the changes?
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Newsletters « Osprey Money Management LLC
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Wednesday, August 6th, 2014. It is anybody’s guess where the markets go from here, so the most important thing for you to do is–. 1 Educate yourself on the long term behavior of the markets,. 2 Know your own goals and the amount of risk you are able to tolerate financially and emotionally, and. 3 Choose a portfolio that gives you the best chance of meeting your goals. Kasey J. Claytor. Aaron M. Wade. Osprey Money Management LLC. Registered Investment Advisory Firm. June 2014 Osprey Newsletter. We’ve been...
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Events « Osprey Money Management LLC
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Conscious Investing for Peace of Mind. Wednesday, August 6th, 2014. Conscious Investing for Peace of Mind. An Opportunity for investors to understand the human side of investing. When we entered the financial business, we made a personal commitment that we would continuously search for the best solutions available for our clients. We want to share with you a perspective on investing that may change how you view your investments forever! Wednesday, August 20th, 2014. La Cita Country Club. Or fax this lett...
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About the Author
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About the Author,. Kasey J. Claytor. Since 1983 Kasey Claytor has been in the financial services business. And now operates a Registered Investment Advisory Firm in Florida. She is a trained wealth coach, and an author of two other books,. The God of Anna. The 7 Big Mistakes Investors Make and the 7. Habits of Successful Investors,. As well as several articles on. Investing, achieving prosperity, and coaching to success. She has. Devised a money map, a scale to measure the financial competence. The 7 Com...
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About Kasey | kaseyclaytor.com
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Sign up for newsletter. 7 Steps to Living An Awesome Life. Kasey J. Claytor is the founder of Osprey Money Management LLC. She shares the knowledge that makes this possible. Since 1983 Ms. Claytor has worked in the investment and financial advisory business, counseling clients for retirement, college funding, estate wealth transfer, and wealth building. She continually adds to her knowledge, accreditations, and education, to offer the best expertise for her clientele. Investors Make and the 7 Habits of S...
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