Resources

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  • Sep 6 2022
    Investment Update: September 2022

    It's time for an investment update. This short blog will tell you a little about how your “diversified” investment bucket might help your portfolio.

  • Sep 1 2022
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    Is Anything Safe?

    Nothing in this life is absolutely safe. Fear can push many people into making emotional decisions that might cost your family dearly...

  • Aug 1 2022
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    What Should Your Financial Advisor Be Doing in a Volatile Market?

    Working with the wrong advisor can be costly. You need an advisor who will fight for you and your future. My team is ready and happy to help!

  • Jul 19 2022
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    Client Newsletter 3Q22

    In April , I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter...

  • Jul 1 2022
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    Should I Wait Out Uncertainties in The Market and Start Planning When Things Settle Back Down?

    Today’s challenges include rising taxes, inflation, interest rates, and market volatility. It is understandable to be nervous about the future...

  • Jun 2 2022
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    My Grocery Bill Keeps Going Up. Any Suggestions?

    Planting a garden can improve your health, provide rewarding work, and might even lower your grocery bill. Still not convinced? Let's dig deeper...

  • May 5 2022
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    Investment Update: May 2022

    As recently mentioned in the quarterly newsletters in January and April, your portfolios entered the new year with a moderately cautious stance.

  • May 2 2022
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    3 Things to Do If You Are a Victim of Cybercrime

    We do our best, but a digital life can put us in harm’s way. If cybercrime happens to you, it’s important to know what to do and act quickly...

  • Apr 13 2022
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    Client Newsletter 2Q22

    Happy Spring! In our 2Q22 Newsletter, we discuss 2022, ways you can protect your family in inflationary times, our latest investment, and upcoming changes..