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Past Commentary & Articles

Wise Women
May 3, 2023
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When working with your child to find the right college, it’s crucial to evaluate the cost as you would an investment. The cost of college can be substantial, and having a significant amount of debt can negatively impact your – or your child’s – financial future.

Article
April 27, 2023
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Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Article
April 26, 2023
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Building trust with your financial advisor involves committing to honesty, transparency, consistent and open communication, and collaboration. We believe that these five tips will help you find an advisor who is a good fit.

Wise Women
April 25, 2023
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When you were married, you likely relied on your spouse to pay the bills and manage your finances if you lost your job, became ill, or suffered injuries from an accident. If you are now solely responsible for handling your finances, consider developing a contingency plan so you won’t miss bill payments due to unforeseen life events.

Article
April 18, 2023
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Gold’s value has fascinated investors for centuries, and it is one of the most polarizing assets in existence, right up there with Bitcoin. Some consider gold to be the premier hedge against economic uncertainty, while others view it as non-productive with no income. The truth lies somewhere in the middle.