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Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so many classic songs that endure today. Wilson’s gift...
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Create a personalized comprehensive retirement plan
You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your...
Credit is a Powerful Financial Tool – Use it to Your Advantage
How do I pick a financial planner for retirement?
Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss...
Inflation: What’s Next?
Inflation is on a tear, notching the fastest 12-month increase in almost 40 years. From November 2020 to November...
What are the benefits of hiring a financial advisor?
Financial advisors meet with you to understand your current situation and goals. They analyze your assets, income, and...
Now that you’re at a new job, what should you do with your old 401(k)?
Now that you're at a new job, what should you do with your old 401(k)?There’s nothing like starting a new job with a...
Opportunity in a World of Uncertainty
Welcome everyone and thank you for joining us for today's webinar. My name is Ray Supper and I'll be today's...
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets...
Retirement Preparedness in Under 45 Minutes
Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior...