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Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

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How Do I Avoid Identity Theft And Stay Safe On The Internet?

Take a moment to evaluate your current security measures. Do you use two-factor authorization (2FA) whenever possible? What about a password manager? Do your research and put these measures in place. While tech is becoming more secure in response to threats, there are some habits you can adopt to safeguard your digital life. Here are a few best practices to adopt or continue to tighten up your identity security.

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Credit Cards Have Changed- Have Your Strategies Kept Up?

US credit card debt has reached a record high. Some smart credit card strategies to help you pay down your debt and start taking control of your financial future include the following: determine how much you can set aside each month to pay off your debt, put more of your repayment budget toward those high-interest debts while making minimum payments on the others, balance transfers can help you consolidate your credit card debt and save on interest, and freeze your credit cards and commit to using cash or a debit card for your purchases.

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Investing 101: What New Investors Need to Know

In its simplest form, investing is the process of giving money to another entity (such as the government or a company) with the hope that they will return more money to you (a profit) at a later time. Due to inflation, the value of a dollar in your hand (or under the mattress) is continuously deteriorating - which is what makes investing an appealing choice for many. It’s important to understand the basics of what investing is, how diverse your options are and the risks involved with seeking returns. We are here to help!


Mother's Day: Best Financial Tips For Mothers

Mothers see their lives change over time, just as you may have seen your mother transition from looking after you to taking a job outside of the home, or even running a business. What are some ways you can protect your retirement savings and other financial assets? Women have longer average life expectancies than men and can require significant periods of elder care. With a clear understanding of where she stands financially, a mother may evaluate her investment and wealth management options and take steps toward the next phase of life with some confidence.

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You Skip Starbucks & Pack Your Lunches, But Is Frugality The Key To Reaching Retirement?

Are skipping on small expenses really the key to reaching your retirement goals? If retirement is your goal, then acquiring multiple methods for building wealth is necessary. Retirement savings accounts, such as a 401(k) or IRA, are a great way to save for retirement without greatly reducing your quality of life today. In addition to being ineffective, excessive frugality can increase stress. Instead, building wealth will help you prepare for retirement and help limit the anxiety created by money.

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