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Insights

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Advisor Websites™ | Oct 10, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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photography of house near body of water by Justin  Bisson Beck courtesy of Unsplash.
Advisor Websites™ | Oct 1, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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a person standing on top of a mountain by NEOM courtesy of Unsplash.
Advisor Websites™ | Sep 1, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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green plant in clear glass vase by micheile henderson courtesy of Unsplash.
Advisor Websites™ | Aug 1, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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3590 Sacramento Drive, Suite 140 
San Luis Obispo CA 93401

P: (805) 548-0900
E: wyatt.lewis@lpl.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Lewis Financial LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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