Financial Literacy

Challenging Environment for Stocks
16 Dec 2022
Challenging Environment for Stocks
The U.S. Landscape model is cautious based primarily from the observed change inflation and monetary policy. While anticipated for a long time, in the second...
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Financial Advice for Widows | ViaWealth
15 Dec 2022
Financial Advice for Widows | ViaWealth
When a woman becomes a widow, her world is turned upside down. Suddenly you are taking on new responsibilities and making decisions that you may...
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Cycles are Painful, Long Live the Cycle
14 Dec 2022
Cycles are Painful, Long Live the Cycle
Stocks have declined over 20% from the start of the year until late June. How can this be? What is going on makes perfect sense...
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Financial Planning Checklist for Recent Widows
13 Dec 2022
Financial Planning Checklist for Recent Widows
No matter the circumstances that led up to it, being a widow can be a profoundly difficult adjustment. It is especially challenging when you also...
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Bear Markets
1 Aug 2022
Bear Markets
Financial Market Commentary, July 2022 Bear markets are part of investing in the stock market. They happen about once every 4 years and can bring...
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The Benefits of Working With a Fiduciary Financial Advisor: How To Avoid Being Too Overconfident With Your Investment Portfolio
18 Jul 2022
The Benefits of Working With a Fiduciary Financial Advisor: How To Avoid Being Too Overconfident With Your Investment Portfolio
Confidence is great, but overconfidence may be costly. Trust in your abilities can land you a better job, propel your business, secure relationships, and win...
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Herd Behavior and the Bandwagon Effect in Investing
14 Jul 2022
Herd Behavior and the Bandwagon Effect in Investing
“Be fearful when others are greedy, and greedy when others are fearful.”  — Warren Buffet When stocks appreciate over time, investors get excited and they...
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Financial Market Commentary, July 2022 – Bear Markets
11 Jul 2022
Financial Market Commentary, July 2022 – Bear Markets
Bear markets are part of investing in the stock market. They usually happen about once every 4 years on average and can bring uncertainty and...
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Why Financial Literacy Is Important at All Ages
17 May 2022
Why Financial Literacy Is Important at All Ages
Financial planning does more than help you build wealth, achieve goals, retire comfortably, and leave a legacy. It establishes strong financial habits that model financial...
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