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Blog Archive

1/30/2019 3 Steps You can Take for a More Secure Financial Future – Online
January brought us that most sacred of holidays, Data Privacy Day on January 28t More
12/3/2018 The Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your More
7/31/2018 Financial Worries: We All Have Them. How Do We Conquer Them?
post by Rick Bell I wanted to know what people worry about as it pertains to More
5/24/2018 Saving for College: What Your Options Are and How the 529 Plan Fits into the Picture
One question we always get from clients is: How do we begin saving for our child More
10/7/2016 Build A Financial Team You Can Trust
Building a team of financial professionals can be an intimidating task. Learn ho More
1/29/2016 Active vs. Passive Management
Investment funds are perhaps the greatest financial invention of all time. By po More
10/30/2015 Our Economy vs. Ourselves
The Consumer Confidence Index (CCI) is often used as a measurement of economic p More
10/15/2015 Understanding Market Cycles
Market cycles represent fluctuations in stock, bond and investment markets. Thes More
9/4/2015 What’s The Fuss About Fees?
Fees for financial advice and management have been getting a lot of attention l More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary