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INVESTOR RESOURCES

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.

Click here to schedule a meeting with them!


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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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6 Important Financial Strategies for your 20s and 30s

You might be navigating the challenges of paying off student loan debt, establishing yourself in a new career, buying a home, or having a family. Working with a financial professional may help get you out of debt faster, save for important goals, or get a head start on retirement. Take control of your health, negotiate your salary, figure out your financial goals, eliminate your debt, and protect your credit.

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National Retirement Security Month: Five Savings Secrets

Many Americans (even those in higher income brackets) live paycheck to paycheck with little or nothing “put away” for emergencies or retirement. In general, when it comes to a lack of savings, it is often not a question of low income, but a matter of high spending. Take care of you before anyone else, so there are no excuses at the end of the month. Unless your monthly bills are higher than your monthly income, you should be able to determine a set, comfortable amount that goes into savings every month.

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