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Jan 8, 2019

Socially Responsible Investing

What is socially responsible investing? While there’s no standardized definition within the investment industry, there are definitely certain steps you should take when considering adding socially responsible investments to your portfolio. We’ll walk you through the basics of socially responsible investing and share what to look out for when adding SRI to your investment portfolio.

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Jan 7, 2019

2018 Investment Review: Top Three Surprises

Most investors will remember 2018 for the stock market’s wild ride in the 4th quarter. But there was plenty more going on this past year. We’ve outlined our top three investment strategies for 2018 that stood out, either for good or bad reasons.

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Dec 31, 2018

Put Your Finances on Autopilot

There are a plethora of tools that can help you streamline your finances – from automatic transfers to bill paying services to auto escalation for retirement accounts. Taking advantage of this technology can go a long way in helping you meet the financial goals you’ve defined, setting you up for continued success in the future.

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Dec 19, 2018

Lifelong Gifts from My Financial Role Model

Who’s your financial role model? It makes sense to turn to experts for advice and guidance when it comes to things like investments, retirement planning, and tax strategies. But what many might not realize is that each of us has someone who shaped our financial literacy and perception of money at an earlier stage in life – be it good or bad. Kate shares three money lessons she learned from her financial role model – her Dad – and demonstrates the importance of playing that role in a child’s life, shaping their future perception of how to handle financial decisions.

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Dec 6, 2018

The Amazon Effect: How Big is the Economic Impact?

Chances are you’ve crossed paths with Amazon at some point recently – purchasing a Christmas gift, ordering groceries for the home, or even researching products and their customer reviews. But Amazon's impact extends far beyond the way you shop - but just how far remains to be seen.

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Dec 6, 2018

Holiday Shopping Tips

Last minute shopping…It’s not nearly as popular as it once was, thanks in large part to online shopping. But 57% of holiday shoppers still believe they’ll be finishing up their gift-purchasing in December.

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Dec 3, 2018

Role Reversal: Becoming Legal Guardian for Elderly Parents

Concerned about your elderly parent’s safety or ability to make sound decisions? It might be time to consider becoming a legal guardian for your parent. We’ve laid out the basics of legal guardianship and what the process might entail for you.

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Nov 29, 2018

The New Standard Deduction and Charitable Giving

The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!

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Nov 26, 2018

Give your Portfolio a Boost: Diversify During Cyclical Markets

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

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Nov 24, 2018

What is Umbrella Liability Insurance and Do You Need It?

If a visitor falls at your home or an accident occurs with your car resulting in serious damages, will your insurance cover all the costs? It depends. Your homeowner and auto policies provide for liability coverage.

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Nov 19, 2018

Gray Divorce: What You Should Know

While any divorce comes with complexities, gray divorce comes with a unique set of issues to consider. And because gray divorcees are generally closer to retirement, there’s limited time to rebuild any wealth lost during the divorce process. It's important to understand the most impactful areas of gray divorce settlements so you’re not sacrificing your retirement in the process.

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Nov 15, 2018

Maximizing Workplace Benefits

This time of year it is common for companies to allow employees to select what benefits programs they want to participate in for the coming year. Unfortunately, people don’t spend near enough time reviewing the options available to them.

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