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Rethinking Passive Income: Beyond Stocks and Real Estate for Financial Freedom

Rethinking Passive Income: Beyond Stocks and Real Estate for Financial Freedom

by David C. Branch | Mar 6, 2025 | David C. Branch, Education, Finance

When people think of passive income, stocks and real estate often come to mind. While these traditional assets can be excellent wealth builders, they aren’t the only options for generating long-term, low-effort income. For those looking to diversify their revenue...
The Psychology of Spending: How to Develop a Wealth-Building Mindset

The Psychology of Spending: How to Develop a Wealth-Building Mindset

by David C. Branch | Feb 3, 2025 | blog, David C. Branch, Education, Finance

Money is more than just numbers—it’s deeply tied to emotions, habits, and psychological patterns. The way we spend, save, and invest is often influenced by subconscious beliefs formed through personal experiences, cultural norms, and societal pressures. Understanding...
Understanding the FIRE Movement: Financial Independence and Early Retirement Explained

Understanding the FIRE Movement: Financial Independence and Early Retirement Explained

by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education

In recent years, the FIRE movement—short for Financial Independence, Retire Early—has captured the imagination of individuals seeking freedom from traditional employment. Rooted in the principles of extreme saving, disciplined investing, and strategic spending, the...
The Art of Diversification: Crafting a Balanced Investment Portfolio for Long-Term Success

The Art of Diversification: Crafting a Balanced Investment Portfolio for Long-Term Success

by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education

In the complex and ever-changing world of investing, diversification remains one of the most fundamental strategies for achieving long-term financial success. Often referred to as “not putting all your eggs in one basket,” diversification helps investors manage risk...
Maximizing Value in M&A: Financial Best Practices for Medical Industry Professionals

Maximizing Value in M&A: Financial Best Practices for Medical Industry Professionals

by David C. Branch | Oct 31, 2024 | blog, David C. Branch, Education

In the medical industry, mergers and acquisitions (M&A) present unique opportunities for growth and expansion. However, to maximize value in these transactions, medical professionals must employ financial best practices tailored to the complex landscape of...
The Human Side of M&A: Managing Employee Concerns and Retention

The Human Side of M&A: Managing Employee Concerns and Retention

by David C. Branch | Apr 25, 2024 | blog, David C. Branch, Education, Finance

Mergers and acquisitions (M&A) are not just about combining financial assets and business operations; they also involve integrating people and managing the human aspects of change. Employees are often profoundly affected by M&A transactions, experiencing...
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Recent Posts

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