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What is a Fiduciary? To bring clarity and confidence to our clients about all aspects of their financial lives, and to help them achieve and maintain a secure financial future. It's not only what we do, it's what we believe. Through our comprehensive planning and investment strategies, we serve the complex needs of our clients. Clients benefit from our experience and credentials while enjoying a concierge level service. Kathmere Capital Management Welcomes You. Your Emergency Fund: How Much Is Enough?

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Home | Kathmere Capital Management | kathmere.com Reviews

https://kathmere.com

What is a Fiduciary? To bring clarity and confidence to our clients about all aspects of their financial lives, and to help them achieve and maintain a secure financial future. It's not only what we do, it's what we believe. Through our comprehensive planning and investment strategies, we serve the complex needs of our clients. Clients benefit from our experience and credentials while enjoying a concierge level service. Kathmere Capital Management Welcomes You. Your Emergency Fund: How Much Is Enough?

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1

Your Emergency Fund: How Much Is Enough? | Kathmere Capital Management

http://www.kathmere.com/resource-center/money/your-emergency-fund-how-much-is-enough

What is a Fiduciary? Your Emergency Fund: How Much Is Enough? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can make it! 8221; pep talk, you see smoke seeping out from under your hood. When starting an emergency fund, you’ll want to set a target amount. But how much is enough? Coming Up with Cash. Once you see y...

2

Client Center | Kathmere Capital Management

http://www.kathmere.com/p/client-center

What is a Fiduciary? We have partnered with LPL Financial to act as custodian and our broker-dealer for many client investment accounts. EMoney is our online collaboration tools for helping advise clients on their financial planning goals. We have partnered with Charles Schwab to act as custodian for many of our clients investment account. Kathmere Kares: Athletes Helping Athletes: Local Students Connect through Compassion and Inspiration. March 01, 2017. January 01, 2017. December 01, 2016. We've built ...

3

Businesses | Kathmere Capital Management

http://www.kathmere.com/p/businesses

What is a Fiduciary? As a business owner or key executive, you have a unique planning responsibility. You not only have to consider your own financial planning needs but you also must have a strategy for so many facets of the business. Consider just a few of these common concerns amongst business owners:. How do I run a quality retirement program for my employees and in doing so, make sure I am protected and managing my fiduciary responsibility? Our Business Strategies group has 3 main areas of focus:.

4

How Does Your Credit Score Compare? | Kathmere Capital Management

http://www.kathmere.com/resource-center/money/how-does-your-credit-score-compare

What is a Fiduciary? How Does Your Credit Score Compare? Get Over It. A bad credit score doesn’t last forever. Since your credit score is a "snapshot" of your risk at a particular point in time, it changes as new information is added to your bank and credit bureau files. Scores change gradually as you change the way you handle credit. The illustration below shows cities with the best and worst credit score. Source: Experian.org, 2016. Source: ConsolidatedCredit.org, 2016, using Experian scoring. From the...

5

Insuring Your Business With a Buy/Sell Agreement | Kathmere Capital Management

http://www.kathmere.com/resource-center/insurance/insuring-your-business-with-a-buy-sell-agreement

What is a Fiduciary? Insuring Your Business With a Buy/Sell Agreement. All in the Family. Family owned businesses account for 62% of total US employment and are responsible for 78% of all new jobs. Yet only about 30% of them survive into the second generation. . Source: Conway Center for Family Business, 2015. Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner. But how will a death affect a small business? Stock-...

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Meet the team - Olesen Wealth Management

http://olesenwm.com/about-us/meet-the-team

How It All Began. How It All Began. Visit www.kathmere.com. To find out more about the great team we have built. Latest tweets from the team. Great article and something we’ve been very cognizant in creating portfolios for clients #investing. Phenomenal questions and asking what needs to be asked! Just listened to the @ritholtz. MiB Podcast with Mark Cuban again from ‘14 and beyond impressed with insight into 2016 and current issues. Wow didn’t see this actually happening. https:/ t.co/BTQYMOEA8X.

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Home | Kathmere Capital Management

What is a Fiduciary? To bring clarity and confidence to our clients about all aspects of their financial lives, and to help them achieve and maintain a secure financial future. It's not only what we do, it's what we believe. Through our comprehensive planning and investment strategies, we serve the complex needs of our clients. Clients benefit from our experience and credentials while enjoying a concierge level service. Kathmere Capital Management Welcomes You. Your Emergency Fund: How Much Is Enough?

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