Helping Clients Manage Risks and Grow Assets.

Dee Turkalj Dee Turkalj

Short-Term Returns vs. Long-Term Financial Planning

Short-term thinking almost always leads to poor investment decisions. Too often, investors get out of the market during difficult times, only to get back in after the market has rebounded. This tendency to essentially buy high and sell low

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Dee Turkalj Dee Turkalj

Wealth Building and The Power of Gratitude and Gifting

Over the years, I have been introduced to many people who have decided to bring me on as a financial advisor - and for that, I am grateful. I have tremendous amount of gratitude for clients who have been working with me for many years.

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