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FORBES MAGAZINE

This Guy Built a Superdiversified Portfolio With 10 ETFs

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The Re-education of a Brash Young Stock Picker

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Authority Magazine

(9/2020)

Investing During the Pandemic: What Should I Do with My Money?

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Financial Advisor Magazine

(2/2020)

The Sad, Stark Truth About Future Returns

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Authority Magazine

(12/2019)

5 Things To Look For When Hiring a Financial Planner or Financial Adviser

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PennyMacUSA.com

(5/2019)

Planning for a Mortgage-Free Retirement

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Discover.com

(9/2018)

Want to Retire Early? It Starts With These Four Steps

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FiduciaryNews.com

(8/2018)

7 Rules Every Professional Fiduciary Must Follow

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U.S. News & World Report

(6/2018)

Make the Most of a Small Investing Budget

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FiduciaryNews.com

(4/2018)

How Financial Pros Teach their Own Kids About Money

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U.S. News & World Report

(3/2017)

What Risk Data Should You Watch?

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AdvisorNews.com

(6/2016)

Eyes on the Prize: Using Incentives To Get Clients To Save For Retirement

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TheStreet.com

(5/2015)

If 'Robo Advisors' Are So Good at Finance, Why Don't Rich People Use Them?

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WSJ.com

(11/2014)

A Plan to Navigate a Home-Financing Crisis

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The New York Times

(4/2014)

The Re-education of a Brash Young Stock Picker

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Investor's Business Daily

(12/2012)

The Pros' 2013 Stock Market Outlook and Top ETF Picks

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Bloomberg BusinessWeek

(9/2006)

Taking Stock of Your Adviser 

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Financial Advisor Magazine

(8/2020)

A Rational Approach to Expected Returns

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TD Ameritrade Network

(1/2020)

Randy Kurtz Discusses Diversification During Geopolitical Turbulence

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U.S. News & World Report 

(12/2019)

10 Best Vanguard ETFs to Buy

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Financial Advisor Magazine

(4/2019)

The 4% Rule Viewed Through A Low-Risk Lens

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FitSmallBusiness.com

(8/2018)

Top Questions to Ask a Financial Advisor During Financial Planning

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FiduciaryNews.com

(7/2018)

The 3 Most Important Things You Must Know as a Professional Fiduciary

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Investaweb.com

(2/2018)

Experts Give Their View on Gold 

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PocketSense.com

(7/2017)

How to Become an Independent Stock Trader

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Forbes Magazine

(2/2017)

This Guy Built a Superdiversified Portfolio With 10 ETFs

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Forbes Magazine

(2/2016)

11-Step Guide To IRA Distributions

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U.S. News & World Report

(3/2015)

5 Signs You're About to Make a Bad Financial Decision

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Bankrate.com

(10/2014)

What to Look for in a Mutual Fund Prospectus Primer

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CNBC.com

(4/2014)

Are Smart Beta ETFs Really a Free Lunch?

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Pittsburgh Post-Gazette

(11/2007)

Market's Recent Activity Can Affect Future Savings

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ThriveGlobal.com

(4/2020)

Does the Advisor Provide Value at the First Meeting?

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Kiplinger

(12/2019)

3 Tips to Lower Your Portfolio Risk

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GoldIRAGuide.com

(10/2019)

What Percentage Of One’s Portfolio Should Be Allocated To Gold?

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CEOBlogNation.com

(11/2018)

Entrepreneurs List Their Favorite Business Blogs

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FiduciaryNews.com

(8/2018)

As a Professional Fiduciary, You Must Never Do Any of These 7 Things

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FiduciaryNews.com

(7/2018)

Top Fiduciary Questions 401k Plan Sponsors Must Ask

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TwoCents.com

(1/2018)

A Beginner's Guide to Dividend Investing

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The Money Answers Show

(6/2017)

Minimize Risk AND Beat the Market with Randy Kurtz

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Forbes.com

(12/2016)

The Super-diversified 10 Fund Portfolio

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The Washington Post

(11/2015)

Robo-advisers are here. What’s a human financial planner to do?

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The New York Times

(4/2014)

The Illogic of Active Trading

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The Chicago Tribune

(9/2014)

The Basics of Relying on a Model Portfolio

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Reuters

(3/2014)

Will Warren Buffett's Investment Advice Work for You?

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The Wall Street Journal

(7/2006)

Beat the Benchmark... Or Else

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Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM only provides services to clients in states where we are registered or exempt from registration for various reasons. Contact us to obtain a listing of the states in which we are currently doing business.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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