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Bringing Things to Your Door with Financial Planning Technology

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Bringing Things to Your Door with Financial Planning Technology

I’ve done some google searches on this quote, and even though there are a number of variations of it, no one really knows who said it first. Some credit it to Sir Austen Chamberlain in 1936, but even he said it was told to him by a Chinese diplomat.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Finding the Calm in Chaos

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Finding the Calm in Chaos

To say that this has been a weird year would obviously be an understatement. Our normal may never return to the pre-pandemic “normal'' that we enjoyed but we are seeing signs of coming out the other side of this craziness. This pandemic has allowed me an ample amount of time to reflect on our lives.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Finding the Good During the COVID-19 Pandemic and a Market Downturn

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Finding the Good During the COVID-19 Pandemic and a Market Downturn

Having mentors that can help you through life is incredibly important. It doesn’t even have to be someone that you ever meet. We have access to what I call “virtual mentors." These are people we are able to follow and learn from through blogs, social media or podcasts that we might never meet face-to-face but can still have a big impact on our lives.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Are Your Fears Stopping You From Attaining Your Goals (Both Financially and Personally)?

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Are Your Fears Stopping You From Attaining Your Goals (Both Financially and Personally)?

When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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