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6

November 6, 2022

Health Savings Accounts: A Hidden Gem

We’re singing praises of the Health Savings Account (HSA)! With tax rates rising, this simple account has many advantages that can benefit you now and in the future.

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19

September 19, 2022

Letter to Clients

In this letter , we attempt to calm the nerves of our clients. Although most say they’re OK, we are always concerned about anyone losing sleep over short-term paper losses in their portfolios.

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7

September 7, 2022

What is a Fiduciary, and Why is it Important?

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.

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3

August 3, 2022

The Active vs. Passive “Debate”

The evidence is so clear that the debate between active and passive management is over - passive is the clear winner!

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19

July 19, 2022

Financial Planning 101

Forming good savings habits at a young age will pay dividends on top of dividends. Starting early with the right plan is a key to success.

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6

June 6, 2022

Making Sense of Hot Stock Tips and Investment Fads

Hot stock tips and investment fads have been around for a long time and will be around for as long as people are driven by greed and the dream of easy money. How to identify these fads and ignore them is a key part of a good long-term investment program.

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