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3 Tips for Smart Spending When Staying At Home

The global marketplace is shifting before our eyes. In a matter of weeks, stalwarts of the economy like airlines, hotels, and restaurants have nearly ground to a halt. Consumer spending has taken a nosedive as most of society is being more mindful of where we go and what we spend. We can find examples to…

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Keeping Emotions at Bay During Virus Volatility

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities.…

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Market Commentary Q1 2020

Our latest quarterly market commentary provides an overview and analysis of market performance during the first quarter of 2020 as well as a recap of how risk is managed in our portfolios. Click here to read our Quarterly Commentary Q1 2020. To schedule a call with one of our advisors, contact us to request an appointment.

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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop. This is a natural reaction, even with savvy investors who’ve experienced market volatility before. These extremes are enough to test…

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What the SECURE Act Means for Your Retirement

On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for retirement. Though this may sound simple enough, as with most laws, the reality is far more complex. The SECURE Act includes changes that affect…

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How to Make Your 2020 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same thing. If you’re like most people, New Year’s resolutions are often long forgotten by mid-February, if not sooner. But it doesn’t have to be that…

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Don’t Miss These 6 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and vacations to organize. While financial planning should occur year-round, it often becomes top of mind as the year draws to a close. Even though the holiday season is a busy…

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College Savings Plans: Breaking Down the Complexities

The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as buying a home, having a wedding, or starting a family. Young adults who graduate with less student debt have more flexibility and financial opportunities later…

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Be Prepared: 7 Estate Planning Tips

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. Due to the complex and emotional nature of estate planning, many people avoid creating or updating their estate plan. Though this is understandable, estate planning is an important part of…

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5 Financial Wellness Tips for the Sandwich Generation

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this post is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this post will provide tips on how to better manage your…

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