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When it comes to being a successful investor, why does it seem easy for some, but so, so challenging for others? Here’s a hint…...

Dear friend, I write this as my kids work on their math schoolwork a few feet away from me. There is much giggling and...

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...

This week has been bad news all around... the one-two punch of historic stock market declines combined with a global pandemic has everyone feeling...

Focusing on Your Strategy During Turbulent Times   Concerned about your investments? Market volatility can be confusing…and scary. If investing makes you queasy, does...

When I changed careers to become a financial planner, I didn’t really know what it would look like and what my day-to-day activities would...