Insights

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We always keep up with the latest industry news and trends to help our clients stay informed.


Explore our library of insights to learn more about the industry and how EIA factors this information into our strategies.

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Financial Planning Investments: Diversifying Your Portfolio

TL;DR: Diversification is defined as spreading investments across various asset classes to minimize risks and maximize returns. Benefits of Diversification: Reduces risk, protects against market volatility, potentially increases returns, and offers flexibility. Key Components of a Diversified Portfolio: Includes equities in different sectors and regions, bonds with varying maturities, cash equivalents for liquidity, and alternative […]

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5 Financial Planning Tools to Achieve Your Goals

TL;DR: This blog outlines five essential financial planning tools to help secure a comfortable retirement, emphasizing the importance of proactive financial management at any age. Budgeting Apps: Enhance spending visibility, manage budgets, and track goals efficiently. Investment Tracking Software: Provides insights into portfolio performance and suggests diversification strategies. Debt Management Tools: Offers a consolidated view […]

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