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Blog2022-11-03T13:22:43-04:00

Blog

  • New Year, New Goals

    Finances get tight, especially now as prices seem to continue to go up. Increased costs out of pocket means less money to invest in saving for your goals. So, how [...]

  • What Is a 1031 Exchange?

    What Is a 1031 Exchange? If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and [...]

  • Keeping your identity safe in a digital world

    With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher.

  • Retiring with your Comic Book Collection

    Retiring with your Comic Book Collection Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are [...]

  • Asset Allocation

    Asset Allocation

    Asset Allocation One important term every investor shoulder understand is asset allocation. Improper asset allocation is one of the most common mistakes an investor [...]

Welcome to our blog where our Financial Advisors provide discussion, observation, and advice.  In order to help provide financial education, topics cover everything from the economy to estate planning, from health care costs, and personal finance to retirement planning and more.  In addition, our monthly Market Brief provides an in-depth look at current performance and trends in various financial markets.

Material discussed is meant for general/informational purposes only.  It is not to be construed as tax, legal, or investment advice.  This information has been gathered from sources believed to  be reliable.  However, individual situations can vary.  Therefore, the information should be relied upon only when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.

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