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Stocks & Bonds Fall: What’s Next?

During the first quarter of 2022, we saw stocks and …

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Estate Planning Checklist

Proper estate planning is an important component of your financial …

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Certainly Uncertain

We are not far removed from the COVID crash of …

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Market Volatility During Times of Crisis

The breaking news of Russia invading Ukraine has dominated headlines …

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The Triple Tax Benefit of a Health Savings Account

Too often we hear people referring to health savings accounts …

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What Happens if Congress Doesn’t Raise the Debt Ceiling?

The federal government fiscal year ended yesterday, September 30th, and …

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8 Ways to Reduce Fiduciary Liability

In 2020, nearly 100 lawsuits alleging breach of fiduciary duty …

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Child Tax Credit

The American Rescue Plan, passed in 2021, increased the maximum …

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A Beginners Guide to Cryptocurrencies

Questions such as “What do you think of cryptocurrencies?” or …

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using a calculator and notebook to calculate retirement fund fees

Retirement Fund Fees Explained

Retirement fund fees are complex. Between administration, investment management, record-keeping, …

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company owner looking at a glass ball to predict it's valuation

How to Increase Valuation of a Company Before You Plan to Sell

How do you increase the valuation of a company before …

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bunny representaing a bunny market, which is not quite a bear or bull market

Not Quite Bull, Not Quite Bear… A “Bunny Market?”

We all have a general idea of what “Bull” and …

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