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January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party controlling both houses of Congress gives rise to...
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Taking a Financial Inventory
Taking a Financial Inventory Taking a financial inventory can be done by anyone, at any time. It’s a good first step...
FinPath May Workshop – Managing Your Household Finances After a Cash Flow Reduction
Hello everyone. Thank you, Darryl, for giving me the opportunity to share my story about cash flow loss. But this...
Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes....
5 Tips for a Burden-Free Tax Season
5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others,...
How to Assign a Savings Goal and Timeline
So, you have a goal in mind, but now what? Well, there are two important things want to define: how much you’ll need...
Economy and Markets in the COVID-19 Crisis with Professor Jeremy Siegel
You'll hear from Professor Jeremy Siegel, wisdom senior investment strategy advisor and the Russell e Palmer professor...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions...
What is the difference between a financial planner and a financial advisor?
Financial planners focus more on creating plans to address short and long-term goals. These plans can be comprehensive...
Stay on Top of Your Financial Life
We all want to achieve our financial goals, but sometimes, we're not sure how to reach them. We are here to help put...