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Countdown to Investing in the New Year: 10 Questions to Ask Yourself
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, here's some key information you need when preparing this year.
Read MoreJanuary 2023 Market Update
Happy New Year!Welcome to our January 2023 Market Update. We have a lot to talk about, following a pretty rough year in the markets and what I feel is a lot to look forward to…so let’s get started.As we’re all...
Read MoreDecember 2022 Market Update
Happy Holidays and welcome to our December 2022 Market Update!Do you know what may be one of the best things about this time of year? We are all focused on things other than the day-to-day whims of our investments!In an effort to...
Read MoreNovember 2022 Market Update
Welcome to our November 2022 Market Update Video…first and foremost:Happy Thanksgiving!So how are you feeling about the markets?! What a difference a month makes! October saw stocks rise a whopping 8% as seen in the...
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What Is a Certified Financial Planner™ Professional
A CERTIFIED FINANCIAL PLANNER™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While some professionals may...
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