From the Founder – What’s Next for Interest Rates?
Do you follow the financial news much? If you’ve read my articles for very long, you likely remember how I feel about the media. It is sadly no longer about providing us with the actual news. It is purely about eyeballs. How can they get as many clicks as possible? If you did nothing more each…
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Dancing on the Debt Ceiling
As talks come down to the wire (again), the debt ceiling limit debate continues to loom over the markets and economy. You could barely turn around last week without hearing all the dire predictions of what could happen if we don’t raise the debt ceiling and the catastrophic results of a potential default. But both parties signed…
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Plan A Trip Like A Professional
Warmer weather means colder drinks, long nights with friends and family, and traveling. Traveling is not only good for the soul but also for your health. A trip can relieve stress, lead to creativity and inspiration, and boost overall happiness. With summer just around the corner, it may be time to start planning the trip…
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An Ounce of Prevention Is Worth a Pound of Cure
How often do you see your doctor when you’re not ill? For most people, the answer is never. As a result, many don’t realize they have a problem until it’s too late, often with devastating consequences for their health and finances. It’s no secret that the United States has one of the highest health care…
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3 Tax-Planning Strategies to Deploy Year-Round
Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and lower how much you pay in taxes each year. Overview Credits and deductions. AGI. Capital gains. These words seem to be used more frequently recently…
Read More → From the Founder – How About a Little Good News?
This month I’m going to take a break from commenting on the current economy and markets. Instead, I thought I would share some good news. I know this makes me a little weird. Doesn’t it seem like about 99% of the news is bad? Of course, the classic line is, ‘if it bleeds, it leads.’…
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Silicon Valley Bank
I wanted to take some time to discuss all the craziness that’s been going on. I’m sure you’ve heard about Silicon Valley Bank and everything happening in the banking community. Most importantly, let’s give you a plain English explanation of what we’re seeing going on and how it affects you. The three big things we’ll…
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Trusted Partners
In addition to helping our clients with all of their financial needs, we also want to be there for everything they may need in retirement. We have reached out to our trusted partners in the area to offer our clients a list of those who we trust to help them. Securities offered through Arkadios Capital,…
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7 Things To Know About Social Security Before Starting Benefits
For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your benefits can be confusing. Here, we break down seven basics you should know about Social Security benefits before you begin receiving monthly payments. 1. You can know exactly how much you’re…
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