Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising and taking the right supplements. People are living longer than ever before, but that doesn’t mean we are living healthier than ever before, which can prove to be a double whammy. The same double whammy applies to...
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This Week in the Market - Episode 1 (5/20/22)
Another Down Market Opportunity
The Opportunity in a Volatile Market
Do You Have an Estate Plan?
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The Griever’s To-Do List
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Rethinking Your Thinking
Keeping the Long-Term Focus of Investing
Spring Cleaning Your Financial House
Paying Taxes on Your Terms
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Is Your Retirement Portfolio Built to Last?
Family Disaster Planning
3 New Risks to Your Retirement
Fed Update
Blake Briscoe Interview
COVID Fog
Getting Back to Simplicity
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