The Coronavirus Bear and Its Place in History

  The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow Jones Industrial Average (DIJA) officially entered the “Coronavirus bear market” in ...
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Smart Financial Moves to Make If You’re in the Military

Ever week is the perfect week for military families to take stock of their finances, make the most of special saving opportunities, and prepare for the future. Here are seven ...
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Physicians, Attorneys, and Accountants: Your Guide to Choosing a Financial Professional

  From the financial pressures of running a small practice to the repayment of hefty student loans, these three careers (and the people who pursue them) can have more in ...
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Conducting a Home Inventory

A home inventory is a complete and detailed written list of all your personal property that's located in your home and stored in other structures like garages and toolsheds. It ...
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Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to ...
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Why some doctors are prescribing a day in the park or a walk on the beach for good health

Taking a walk on a wooded path, spending an afternoon in a public park, harvesting your backyard garden and even looking at beautiful pictures of Hawaii can all make us ...
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Capable of helping clients in many areas, we provide open architecture strategies delivered in an investment fiduciary capacity.