Blog

When working with a financial advisor, understanding how they’re compensated is crucial to ensuring you’re getting value for your money.
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The world is digital and is becoming more interconnected every day. Technology has made our lives infinitely more productive and convenient. And while this digital transformation has been happening since the turn of the century, with the advent of new technologies (e.g. cryptocurrencies and artificial intelligence) the changes are accelerating.
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As we step into 2025, many of us are crafting resolutions aimed at personal growth and financial wellness. While hitting the gym or learning a new skill are common goals, one resolution that could dramatically transform your financial future is partnering with a flat fee financial advisor.
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Spooktacular Spending: How Much Are We Shelling Out for Halloween in 2024? As the leaves turn and the ghosts and goblins start to emerge from their hiding spots, it’s that time of year again—Halloween!
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In the world of investing, we often hear about the latest hot stock, or sector that's making waves in the market. But is this really the best strategy for long-term financial success? Here’s a quick explainer on why investment diversification matters and why you shouldn't just chase the latest market darling.
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In a move that's stirring up debate in both economic and political circles, Vice President Kamala Harris has put forward a provocative tax proposal aimed at the wealthiest Americans. The plan?
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We’re fielding questions about Employee Stock Purchase Plans (ESPP) more and more it seems. More often than not, these offerings are made available by mid-size to large, well established, publicly traded companies as an additional incentive for long-term savings in the form of stock ownership.
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