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Most Popular Financial Stories
Keeping focused on our New Year’s resolutions
featuring the Aesop fable, “The Dog and His Reflection.” As you know, this is a time of year when many people make New Year’s resolutions. Lose weight, stop...
Nine Vince Lombardi quotes and how they apply to your life
and how they apply to your life! Happy New Year! We hope 2020 is a great year for you, and the start of an even greater decade! Fifty years ago, Vince Lombardi...
Things Financial Advisors Don’t Tell You – The importance of prioritizing your goals
S&P 500, Dow Jones Global ex-US, Gold, Bloomberg Commodity Index returns exclude reinvested dividends (gold does not pay a dividend) and the three-, five-,...
The Decade in Review
2010-2019: The Decade in Review Every January, we send our clients a letter titled The Year in Review, where together we look back at the year that was. What...
Breaking down the SECURE Act
What You Need To Know About The SECURE Act In December, Congress passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the...
The Story of Operation Christmas Drop
We recently came across a story that, to us, is a perfect example of what this holiday season is really all about. We thought you might like to read it, too. As you know,...