Where to Start?

By Kristan L. Anderson, CEBS®, CFP®

I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate. 

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International Equity — Are the Glaciers Melting?

By Dan Trosch, CFA®

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

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Multitasking Meets Its Match

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

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Release The Panic

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

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COVID-19 Presents New Opportunities for Scammers

By Angela Baker, JD, CFP®, CLTC, CASL®, RICP®

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

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Gimme Some Truth

By Kristan L. Anderson, CEBS, CFP®

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.

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Once in a Lifetime

By Kristan L. Anderson, CEBS, CFP®

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.

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