What is the #1 cause of stress in America? Answer: Money What is the #1 cause of divorce in America? Answer: Money What is the #1 cause of...
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12 ways a good financial advisor adds value
Is the role of a financial advisor to pick the best investments for their clients? What about making sure a client’s asset allocation matches...
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The Federal Reserve dropped the ball
By choosing not to raise interest rates last week, the Federal Reserve didn’t punt, they dropped the ball. The U.S. is at their strongest...
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Our thoughts on recent market volatility
On Monday, August 24th we sent an email to our clients describing our thoughts on the recent stock market volatility. This was a proactive...
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The financial maze
I had lunch recently with a friend who’s in the travel industry. During our conversation, I asked him how his business was impacted by the...
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5 ways to gift to young family members
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious...
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