What is a Fiduciary and Why is it so Important?

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You’ve probably heard the term, “fiduciary,” tossed around a bit. But what is a fiduciary, and why is it beneficial to work with one? As part of our ongoing commitment to client education, we’ve decided to create this quick guide to answer some of the questions you might have about hiring a financial advisor with a fiduciary obligation. Read more

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What is a Financial Advisor & Why Do You Need One?

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Finances are a very personal aspect of our lives. How we handle our money can be extremely revealing as to the type of person that we are. Because of this, having someone else involved in our financial lives can leave us feeling exposed and vulnerable. This is why having a financial advisor that you can trust is so important. A trusted financial advisor can be one of your most valuable assets.

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How The Outbreak of Coronavirus Impacts The Financial Market

How The Outbreak of Coronavirus Impacts The Financial Market

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Unless you’ve been in a cave for the last several months, you have probably been bombarded with news about the coronavirus (COVID-19) pandemic. The disease, which began in Wuhan, China, has spread to over 120 countries and has infected upwards of 150,000 people, leading to over 5,000 deaths. With a mortality rate of roughly 3.4%, COVID-19 has made the world take notice. The threat of COVID-19 has caused businesses from Disney World to Urban Outfitters to shut down and canceled many events from music festivals to the NCAA’s March Madness basketball tournament. With so many closures and cancellations, COVID-19 impacts the financial market in a major way. But what does that mean for you?

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Understanding How Personal Risk Tolerance Affects Investing Strategy

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If you enjoy roller coasters, then perhaps you’ve enjoyed the last twelve months of the stock market. On the other hand, if you’re like many others, then watching the seesaw of events affect your portfolio could be causing you some sleepless nights. With the volatility associated with COVID and the 2020 election, now may be a great time to check your risk tolerance. Read more

Five Essential Money Moves for First Time Parents

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One of the most joyful life-changing games and events for a couple’s financial plan is the birth of their very first child. However, you will learn quickly that “kids ain’t cheap!” In this article, we will give you my suggestions for great money moves for first-time parents like yourselves. Read more

Are You Treated Like a Financial Stereotype

You Are Not a Financial Stereotype - Are You Treated Like One?

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Who do you suppose you are to your financial advisor? Chances are you are less a person than a “type”. Read more

Tips for Picking the Right Financial Expert

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When it comes to your health finding the right doctor can be a daunting task. You’d obviously prefer an MD to someone that’s taken few medical classes in college. You want to make the best choice possible to ensure you stay in good condition, so why should the health of your finances be any different? It shouldn’t, which is why it’s so important to understand what the driving force behind the financial expert you’re turning to for advice can really offer you. Here are four common “experts” most people approach when seeking financial recommendations. Read more