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December 11, 2020

3 Financial Resolutions for 2021

by: Darren Brennan, CFP®, CRPC®

As the new year approaches, it is a great time to start making financial resolutions. Here are three ideas to help improve your finances. Increase...

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December 11, 2020

What’s Going Well?

by: Jim Kruzan, CFP®, CRPC®

A holiday message from Jim Kruzan, CFP®, CRPC® As you read this, many will be in the throws of holiday preparedness – present wrapping, home...

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December 10, 2020

Seeing Through Uncertainty in 2021

by: Mathew Britt, CMT

With the presidential election behind us, many investors are still making assumptions on what the results could mean for the economy and future stock...

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October 22, 2020

Stock Market Returns by Political Regime

by: Mathew Britt, CMT

With the 2020 election just weeks out, some investors are worrying about the pros and cons of a Trump vs. Biden presidency. A Democratic sweep would...

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October 15, 2020

Do you know what your phone can do?

by: Danielle Howard

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a significant digital...

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October 8, 2020

Options for your retirement savings when changing employers.

by: Danielle Howard

Whether you leave an employer for a wonderful new opportunity or lose a position because of the pandemic, it’s easy to forget about the money you...

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July 31, 2020

The Psychology of Wealthy People.

by: Kimberly Houston, CFP®, CRPC®

Psychology is the scientific study of the mind and behavior, according to the American Psychological Association. It includes topics such as...

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July 31, 2020

4 Tips to Help Improve Your Finances During the Pandemic

by: Darren Brennan, CFP®, CRPC®

The coronavirus pandemic has highlighted the importance of having a sound financial plan in place. Those who had a sound financial plan going into it...

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July 28, 2020

Zooming Right Along

by: Danielle Howard

With Coronavirus cases on the rise, and more than half of us still working remotely, we continue to adapt to help ensure the safety and health of our...

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