Market Updates
From Our Chairman
Your Financial Pop Quiz!
The other day I was at a doctor’s appointment and got a friendly surprise. There was a three hundred question, multiple-choice exam I had to take for my health. Three hundred questions! Oy Vey!
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Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
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What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
READ MORE...Six Minor Adjustments for Major Financial Impact
When it comes to personal finances, there really isn’t a silver bullet for success. Much like exercising, or even dieting, it usually comes down to making small adjustments which compound into larger effects.
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Loss Aversion: How it Impacts Your Investments
Loss Aversion: How it Impacts Your Investments
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