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News & Tips

Posted on: September 25, 2022

How to Trick Yourself Into Saving Money

The stats don’t lie – many of us have trouble saving. Approximately 40 percent of people would not be able to cover an unexpected $400 expense without either…
Posted on: September 7, 2022

Are You a Financial Procrastinator? 5 Ways to Overcome it

Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas. What is Financial Procrasti…
Posted on: August 23, 2022

Retirement Strategy: How Much Should I Save?

“Will I outlive my retirement money?” This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much…
Posted on: August 5, 2022

The 11 Best Quotes about Investing

There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial …
Posted on: July 20, 2022

Risk Management: Understanding Diversification

When you created your investment strategy, your asset allocation reflected your goals, time horizon and tolerance for risk. Over time, however, any of the…
Posted on: July 1, 2022

10 Rules to Live by if You Want to Achieve Financial Independence

Financial independence can be defined in a number of ways. However, when most think of financial independence they dream of a time in their lives when they a…
Posted on: June 19, 2022

Financial Lessons from Famous Dads

Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful wor…
Posted on: June 3, 2022

You’re Biased Toward Your Own Money. Here’s What We Can Do About It

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But wh…
Posted on: May 27, 2022

Investments Keeping You Up at Night? Managing Stress During Market Volatility

For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all kinds. Market volatil…
Posted on: May 10, 2022

Risk Management: Dollar-Cost Averaging

Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize…
Posted on: April 21, 2022

How Your Money Mentality Should Change in Retirement

Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the …
Posted on: April 8, 2022

Establishing a 401(k) Plan for Your Employees? Here’s How a Financial Advisor Can Help

If you’re considering offering an employer-sponsored retirement plan, a 401(k) is a popular option for small business and large corporations alike. In 2020 t…

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