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Articles & Resources

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Get A Jump Start On Your 2022 Taxes

Jul 22, 2022

Get A Jump Start On Your 2022 Taxes
Get a head start on your 2022 taxes by following these four steps: adjust your withholding, contribute to retirement accounts, check your tax bracket, and get organized. Save time and money next year.
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Why Investors Should Avoid Overconcentration

Jul 12, 2022

Why Investors Should Avoid Overconcentration
Avoid overconcentration in a single stock to mitigate risk. Learn why choosing individual stocks is difficult and how to prevent overconcentration through diversification. Find out how to rebalance your portfolio and make tax-efficient investment decisions.
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How Women Can Overcome Obstacles to Retirement

Jun 7, 2022

How Women Can Overcome Obstacles to Retirement
Overcoming retirement obstacles for women is crucial. This blog explores the challenges women face, such as lower earnings and caregiving responsibilities, and provides solutions to ensure a financially secure future.
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The Elephant in the Room: Yield Curve Inversion 

May 24, 2022

The Elephant in the Room: Yield Curve Inversion 
Discover the potential implications of the yield curve inversion in this insightful blog post. Gain insights into the factors influencing the current market conditions and learn why this time might be different. Find out how the 3M/10YR indicator and the Fed's perspective play a role in understanding the situation. Explore the concept of a soft landing and its relevance in the current economic climate. Don't miss out on this comprehensive analysis of the yield curve inversion and its impact on the economy.
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4 Tips to Help You Avoid Timing the Market

May 16, 2022

4 Tips to Help You Avoid Timing the Market
Avoid the pitfalls of timing the stock market with these 4 tips. Stick to your long-term plan, understand the difficulty of being right twice, invest on a set schedule, and consult with a financial advisor.
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How to Protect Yourself From Identity Theft

Apr 26, 2022

How to Protect Yourself From Identity Theft
Learn how to protect yourself from identity theft and reduce the damage if it happens. Check your credit report regularly, set up safeguards with your bank, use privacy software, practice good password management, recognize phishing scams, and report fraudulent activity immediately. Safeguard your personal information and minimize the potential of fraud or identity theft.
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Automated Investing vs Human Guidance

Apr 20, 2022

Automated Investing vs Human Guidance
Discover the benefits of working with a financial advisor compared to a robo-advisor. From goal-setting to emotional support, find out why human guidance is invaluable for managing your investments.
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A Beginner's Guide to Alternative Investments

Mar 25, 2022

A Beginner's Guide to Alternative Investments
Discover the world of alternative investments in this beginner's guide. Learn about hedge funds, real estate, private equity, crowdfunding, and commodities. Understand the risks and benefits of diversifying your portfolio with alternatives.
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Why You Need An Evolving Financial Plan

Mar 10, 2022

Why You Need An Evolving Financial Plan
Discover why it's crucial to have an evolving financial plan that adapts to life's changes. Read this blog to explore the situations that call for revisiting financial goals and learn how to adjust your long-term plan accordingly.
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