Business

December 3, 2021

Important Year-End Financial Strategies

Most of us entered 2021 with a lot of hope—hope that the new year would bring an end to the pandemic and life would go back to normal. Instead, we saw the uncertainty continue and extend even further. Concerns about inflation, potential tax changes, and long-term purchasing power have many people wondering if next year […]

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September 20, 2021

Your Parenthood Financial Checklist

Adding a child to your family is arguably one of the most significant milestones in life. After months of preparation, a little one arrives and stirs up overwhelming emotions and a great sense of responsibility. But even if you had everything organized and prepared to bring your baby into your life and your home, there […]

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August 24, 2021

The Power of Compound Interest (and Why it Pays to Start Saving Now)

You’ve likely heard the concept: don’t work for money, make it work for you. This concept isn’t new, but compound interest is a relatively new phenomenon. Albert Einstein called it “the greatest mathematical discovery of all time,” and it has changed how we build wealth and has actually made wealth-building more accessible for millions of […]

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June 16, 2021

Our 2021 Midyear Market Update

If we had felt in control of anything prior to the spring of 2020, the global pandemic loosened our grip—or broke it entirely. We were forced to pivot and adapt to changes to almost every single aspect of our lives, both small and significant. I’m sure most of us (if not all) are tired of […]

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April 7, 2021

How Much Apple Stock Is Safe To Own?

Few could imagine Apple’s wild success before 2001 when it released its iPod. Founded in Steve Jobs’s garage in 1976, Apple has enjoyed exponential growth over the last two decades, releasing a seamless stream of devices to the public that has continued to be instant hits with consumers, including the iPhone, Mac, Apple Watch, and […]

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