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...
Finding Peace in Turbulent Times
This Week in the Market - Episode 35 (3/31/23)
What’s Going On?
Are You Doing Everything You Can to Save Taxes?
This Week in the Market - Episode 34 (3/20/23)
Prioritizing Your Dollars
This Week in the Market - Episode 33 (3/10/23)
Do You Like Tax-Free Money?
This Week in the Market - Episode 32 (3/3/23)
Inflation & Diversification
This Week in the Market - Episode 31 (2/24/23)
When to Start Planning
This Week in the Market - Episode 30 (2/17/23)
Do You Cut and Paste Your Decisions About Money? (Rebroadcast)
This Week in the Market - Episode 29 (2/10/23)
Don’t Put All Your Eggs in One Basket...Or Should You?
This Week in the Market - Episode 28 (2/6/23)
Your Will is Not Enough
This Week in the Market - Episode 27 (1/27/23)
Rebalancing Season
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