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Stephen Ahern
Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

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Six Considerations Before Buying a Second Home or Vacation Property

6 Considerations Before Buying a Second Home or Vacation Property

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How to Manage a Wealth Portfolio Through Market Cycles

When you can monitor the stock market and your own wealth portfolio 24/7, keeping a big-picture...

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5 Strategies for Mitigating Investment Risk for High Earners

High earners have many investment opportunities, which means they’re also vulnerable to investment...

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Why You Should Use a Travel Advisor and Planner for Your Travel

Introduction You have worked hard for many years. Maybe your career was life encompassing and you...

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Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Considering passive and active investment strategies is part of building a portfolio you feel...

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Value Investing: Principles and Practices for Long-Term Success

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a...

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How Divorce Changes Your Financial Plans

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to...

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Investment vs. Speculation: Understanding Key Differences and Strategies

Learning to invest is much like learning a new language. A lot of people understand enough about...

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Navigating Complex Estate Planning Questions and Choices

You’re making decisions about family, money and your own unpredictable future—so it’s hardly...