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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.

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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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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.

Insights Saving

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.

Retirement Funding Saving Women

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.

Retirement Funding Saving

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll get there—and if you’ve even arrived. Above all, a rewarding retirement requires good health.

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The Financial Literacy Crisis

Many Americans are making financial decisions with minimal financial knowledge of investing, budgeting, and credit. Financial success rarely happens by accident; it is typically the outcome of a journey that starts with education. The more informed we are, the more informed our financial decisions may become.

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Financial Literacy Month

Recent data shows that nearly 74% of teens desire to be financially literate, and 86% want to learn how to invest. It all begins with a frank conversation regarding finances. Children who are taught personal finance from a young age are more likely to secure lower-cost loans and grants when paying for college and less likely to rely on private loans or high-interest credit cards.

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