AI The New Frontier From Our President, Hot Topics

AI: The New Frontier

AI The New Frontier - how AI may change the world.

Force Majeure: The Investment Conundrum From Our President, How to Invest

Force Majeure: The Investment Conundrum

Force Majeure: The Investment Conundrum - what does the legal term force majeure have to do with investing? Find out...

What the Heck is Going on With Banks? Banking, From Our President

 What the Heck is Going on With Banks?

What the Heck is Going on With Banks? Is this a repeat of 2008? Find out in our latest blog....

When Cash is Paying More Than Your Mortgage! Financial Planning, From Our President, Helpful Advice, Home Buying

When Cash is Paying More Than Your Mortgage!

When Cash is Paying More Than Your Mortgage! Sometimes the unique circumstances result in cash in your bank account having...

the one day that matters in real estate From Our President, Home Buying, How to Invest

The One Day That Matters In Real Estate

The one day that matters in real estate is the day that you sell your house - and it's the...

Rich vs Wealthy {The Most Zeros} Financial Planning, From Our President, Happiness, Personal Growth

Rich Vs Wealthy (The Most Zeros)

Rich vs Wealthy { The Most Zeros} - the difference between being rich and wealthy is where you keep the...

I Am Starting to Check My Portfolio Again From Our President, Hot Topics, How to Invest

I Am Starting to Check My Portfolio Again

I Am Starting to Check My Portfolio Again - why this may be a good sign and what it means...

Interest in interest rates From Our President, Hot Topics

Interest in Interest Rates

Interest in interest rates - where are interest rates headed over the next few months? It depends on inflation and...

Cool Little New Strategy, Courtesy of Secure Act 2.0 From Our President, Hot Topics, How to Invest, Retirement Planning

Cool Little New Strategy, Courtesy of Secure Act 2.0

Cool Little New Strategy, Courtesy of Secure Act 2.0 - learn how the new Secure Act changes impact 529s and...

date the rate Banking, From Our President, Helpful Advice

Date The Rate

Date the rate - the mortgage rate that is. When interest rates are high, there are other options for getting...

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