If you are one of my fellow Gen Xers, you are likely between 10-20 years away from retirement! Congratulations – you are getting close.
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“You can never be too rich or too thin.” This quote has been attributed to the Duchess of Windsor, Wallis Simpson, but also claimed by several other people.
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On May 16th, Moody’s, the last of the three major credit rating agencies, downgraded U.S. debt...
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One thing I’ve never really concerned myself with, until recently, is the subject of government spending.
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Equity markets have experienced increased volatility over the past month, driven by a combination of factors...
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I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money). But in
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Recently, I had a planning call with a woman who is expecting her first child.
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Market volatility can be unsettling, especially when you see your investments fluctuating day by day.
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A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it.
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Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account).
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Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up
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