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We’re mid-way through 2022, and it’s been a bumpy one! Listen in as Jim Kruzan, CFP®,...

As we enter the second quarter of 2022, it may be a good time to reassess....

Accelerating Over The Winter As we take a look back to review the final quarter of...

Headwinds on the horizon We may be coming out of a recovery but are headwinds on...

Light at the end of the tunnel. Are we finally starting to see light at the...

After the Storm: Investing in 2021 and beyond. Well, 2020 has finally bit the dust… or...

2020: a global pandemic, a steep recession, emotional protests, and a heated election. Is it 2021...

2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report,...

What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®,...

By now, you’ve probably heard of the SECURE Act. It passed as law late in 2019...

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