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congrats to the class of 2020

COVID-19 has crushed the spring ritual of high school graduations.

But it can also encourage graduates and their parents to prepare to meet the practicalities of the youngsters’ sudden entry into adulthood, from making medical decisions to choosing what to study. How can parents and their offsprin...

five work place trends that will change

We are experiencing the biggest remote work experiment in history – but many are beginning to imagine life after lockdown. Amid unprecedented global job losses, concerns about transport infrastructure and the continuing need for workplace social distancing, governments are launching back-to-work pla...

the national housing market is resilient

For many of us, our house is our biggest investment and asset. Consider these facts:

  • According to the National Association of Realtors, the median existing-home price is approximately $280,000. Assuming at least 20% down, that translates into an investment of $56,000.
  • According to Fidelity Inves...
learn money mindfullness

Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them.

Financial advisors call this “money mindfulness.” And it’s a mentality that can be worked on while we’re following the current “stay-at-home” orders of our local and federal government....

piggy bank save money

COVID-19 has presented everyone with incredible challenges as it has wreaked havoc on our country and around the world. Beyond the worry of the virus itself, everyone is impacted economically as most businesses have closed, forcing us to social-distance for the foreseeable future.

And while Congre...

 2020 Q1 Quarterly Market Commentary

Markets Close First Quarter of 2020 by Rewriting the Record Books

The first quarter of 2020 is over and investors are glad that it’s in the rear-view mirror. Remember when your parents said, “if you can’t say anything nice about so and so, don’t say anything at all?” It was that kind of quarter.

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