On Becoming a Data Analyst

By Kristan Anderson, CEBS®, CFP®

If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

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The Creator Economy

By Matt Armendaris

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

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Do You Need a Family Financial Summit?

By Brian Horan, CPWA® »

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

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How Much Is Enough...Stuff? Part Two of a Series

Kristan L. Anderson, CEBS®, CFP®

There are definitely a few ways to approach the topic of how much (fill in the blank) a person needs. Another challenge is that the idea of paring down possessions and simplifying your life is not a particularly innovative topic.

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Lessons from the Farm

By Abby Just, Director of Portfolio Management

I grew up on a horse farm in Pennsylvania. Recently, my family and I took care of the farm while my parents were on vacation in Switzerland. If you know anything about farms, you know that they represent an unending cycle of work. The work has to be done with no shortcuts. Shortcuts might speed up the work today but can lead to problems tomorrow.

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You Don't Have to Go It Alone

Laura Nash, CFP®

If I was a betting person (which I am not!) I would wager that everyone has felt lonely at least once in their life, if not more.  I remember after I graduated from George Washington University and later moved into my own studio apartment in Washington, D.C.

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Mental Health is a Thing

By Angel Irazola

“Take a deep breath.” “Don’t sweat the small stuff.” “Money does not buy happiness.” While there is no lack of off-the-shelf, feel-good epitaphs we hear countless times, sometimes it is worthwhile to take pause in one’s life and consider whether we actually apply a positive mindset in our day-to-day lives.

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Progress, Not Perfection

By Kristan L. Anderson, CEBS®, CFP®

Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up on how my dog’s own recovery journey is coming along.

First, some context for what we are dealing with. Our dog, Loki, is leash reactive to other dogs, has stranger danger, and is overall anxious with the world outside.

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How To Subscribe Without Trying

By Kristan L. Anderson, CEBS®, CFP®

It all started with magazines and the thrill I got with each delivery. There was a whole new world of information and potential to explore each month.

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