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A Fee-Only Fiduciary

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High-Tech, High Risk: How AI Investing Can Mislead Even Seasoned Investors

The democratization of artificial intelligence is rapidly changing many aspects of our lives, and the world of investing is no ...

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Navigating Market Turbulence: 4 Opportunities Amidst Uncertainty

Recent weeks have seen the market grappling with concerns surrounding tariffs, economic growth, and inflation, leaving investors searching for any ...

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$36 Trillion and Counting: The Debt Crisis America Can’t Ignore

As of March 2025, U.S. government debt and fiscal policy remain a critical and hotly debated issue, casting a shadow ...

Is Your Portfolio Too Focused on U.S. Stocks? Time to Diversify!

Domestic markets have outperformed international markets since the 2008 financial crisis. However, since the start of 2025, domestic markets have ...

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Social Security Update: Faster Benefit Increases for WEP & GPO Beneficiaries

Social Security has begun to send out retroactive payments and benefit increases to those whose benefits have been affected by ...

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Grand Rapids Luxury Living: A Thriving Market for High-Net-Worth Individuals

Grand Rapids has solidified its position as a thriving destination for high-net-worth individuals seeking a sophisticated lifestyle and lucrative investment ...

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3 Powerful Benefits of Donor-Advised Funds for Charitable Giving

Donor-advised funds (DAFs) have become increasingly popular charitable giving vehicles, offering a blend of immediate tax benefits and long-term philanthropic ...

4 Psychological Traps That Sabotage Your Investments

Investing isn’t just about crunching numbers; it’s a mental game. Our brains, while powerful, are wired with biases that can ...

Social Security Fairness Act: A Game-Changer for Public Servants

On January 5, 2025, President Biden signed the Social Security Fairness Act into law. The Act addressed two rules that ...

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Decoding Mortgage Rates: More Than Just the Fed

The Federal Reserve, the central bank of the United States, plays a crucial role in influencing interest rates across the ...

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Navigating the Financial Maze: Why a Fiduciary Advisor is Your Essential Guide

In today’s complex financial landscape, making sound decisions about your money can feel like navigating a maze. With a plethora ...

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Tariffs for Canada, Mexico, and China: What Consumers and Businesses Need to Know

In a move echoing his “America First” trade policy, President Trump recently imposed tariffs on goods from Canada, Mexico, and ...