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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

A wealth manager can help you develop a comprehensive financial plan that considers all aspects of your finances, including retirement planning, investment management, risk management, estate planning, tax planning, company benefits analysis, and more.
Many Americans are deciding to retire earlier than initially planned, whether by choice or because of other circumstances.
Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.
Equity compensation is an attractive benefit that many companies offer to their employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership.
Celebrating as a family member graduates high school and attends college is a joyous event and the culmination of years of hard work.
Major stock market indices made significant gains in the first half of 2023 due to slowing Fed rate hikes and a strong rally in tech stocks.
Although 2026 is a few years away, one question you may want to start considering now is - are you prepared for an estate tax sunset?
In this article we discuss 529s and other college savings programs. What education savings programs are right for you?
Now is a great time to slow down and take stock of your entire financial picture and how it’s lining up with your year-end goals.
Social Security is a different experience for every American, but certain things are universal. How would you do on a social security quiz?
In simple terms, the 4% rule attempts to answer the question "how much can I withdraw from my portfolio each year over the course of my retirement?"
Are you looking for an investment management approach that is transparent, personalized, cost-effective, and has your best interests in mind?
During times of financial uncertainty, managing your money effectively is crucial for your financial stability.
In this article we cover your cash options with Financial Synergies, which include money market funds and FDIC insured cash savings.
There’s no time like the present to review your beneficiary designations. By taking the time to ensure your beneficiaries align with the instructions of your will or trust, you’ll rest assured that your intentions are realized.

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