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Cash

Questions You Were Afraid to Ask #11

December 21, 2023
Even experienced investors sometimes wonder: “What does it mean to invest in cash?”  After all, we don’t usually think of ...
Our Newest CERTIFIED FINANCIAL PLANNER™

Our Newest CERTIFIED FINANCIAL PLANNER™

December 12, 2023
John Wooden, the legendary coach from UCLA, once said, “Success comes from knowing you did your best to become the ...
Inflation

Holiday Market Recap

December 6, 2023
Spending is the lifeblood of our economy.  That’s especially true around the holidays.  Investors will be closely watching consumer spending ...
Tools for investing

Questions You Were Afraid to Ask #10

November 29, 2023
Apps provide investors with a quick and easy way to access the markets.  What are the pros and cons of ...
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What makes Veterans Day so important?

November 10, 2023
When Dr. Harold Brown was young, he dreamed of flying.  So, he worked hard as a “soda jerk,” making ice ...
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Understanding the Market Correction – 2023

November 2, 2023
Corrections are not something to fear, but to understand – so that we can come through it stronger and healthier ...
Enjoy autumn

Cause-and-Effect – Factors in Volatility

October 6, 2023
What’s behind this surge in volatility?  It’s easy to see all the numbers and headlines and feel overwhelmed. The markets’ ...
fall image of pumpkin

Q4 Financial Checklist

October 2, 2023
Six simple things you can do before the end of the year to ensure you remain on track to reach ...
Coming in for a Landing

Coming in for a Landing

August 29, 2023
Time for a big summer market update You are on a plane, currently descending gradually through the clouds. We are ...

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