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November Market Commentary: A Historic Election Removes Some Uncertainty
A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists and turns came to a clear end with the decisive reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty, and we certainly saw some evidence of that in...
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Educators Retiring in 2020
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you...
The Financial Wellness Trifecta
Written by: Mason MosesMy family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes,...
Not Every Financial Shock Makes the News
Written by: Mason MosesIt has been challenging over the last several months to turn on the news and not hear the...
The Financial Planning Jigsaw Puzzle
You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60%...
FinPath as a Beacon in Uncertain Times
Unless you’ve been on a deserted island or are returning from an interstellar voyage in space, you know COVID19 has...
4 steps to help you create a budget so you can build savings and retire with confidence
Written by Doug White. You need a budget if you... Wonder where all your money went each month. Have goals for savings...
History Tells Us the Financial Sun Will Shine Again
Written by Mark Essenfeld, CFP®. When I was quite young, the next-door neighbors were Mr. & Mrs. Hansen. I didn’t...
Writing an Impactful Financial Plan Can Increase Your Success by 42%
A good financial plan addresses a number of financial aspects: goals, savings, investments, taxes, insurance, and...
5 Tools For Children on Financial Habits: Written by a Father of Three
Following the recommendations of our elected and government officials to stay home and stay safe has provided the...