Do You Need Pet Insurance to Avoid the Risk of Big Vet Bills?
Just a few years ago, the idea of pet insurance sounded a little strange. Although just about 1 percent of all pets in the U.S. are currently covered through a pet insurance policy, it’s a fast-growing...
View ArticleUS Market Viewpoints: Second Quarter 2019
The market once again hit fresh all-time highs this quarter. Stocks saw large swings in trading with April and June being big winners while May saw a 6.5% decline. The S&P 500 had its best first...
View ArticleGlobal Market Viewpoints: Second Quarter 2019
The momentum for the first three months of the year carried over into this quarter. Stocks largely brushed off the growing list of concerns to have their best first half of the year since 1998. Global...
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How to Help Your Kids Appreciate the Value of a Dollar
You do the absolute best you can for your kids. You work hard to support them, and a significant chunk of the household budget is dedicated not just to their needs but countless other things that may...
View ArticleShould You Buy a New Car or Lease Instead?
Ask ten people if they think you should buy a new car, lease one, or buy used, and you’re likely to get even more than just ten different opinions. Car buying is something most people feel very...
View ArticleSaving for College: Will Grandparents Help Pay for College?
We see this happen all the time: our clients come to us assuming their parents will help pay for their children’s future college tuition costs and education expenses. They want to work these...
View ArticleUS Market Viewpoints: September 30, 2019
There was a lot of noise this quarter but stocks remained largely a narrow range. The S&P 500 squeezed out small gains. We remain just 1.2% away from all time highs set earlier this year. Recession...
View ArticleGlobal Market Viewpoints: Third Quarter 2019
Stocks outside of the US pulled back in the quarter. Growing concerns over the impact of the US-China trade war weighed heavy on investors' minds. Several major economies are on the brink of seeing a...
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Should You Invest in Your Business - Or Diversify Away?
Most entrepreneurs prefer to bet on themselves, knowing they have what it takes to navigate challenges, solve problems, and deal with risk along the path to building a successful business.read more
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Your Open Enrollment Checklist: 5 Things to Ensure You Do Before the Deadline
Need to make a change to your health insurance plan? Ready to take advantage of accounts like HSAs or FSAs? Is it time to bump up your life insurance coverage, or have you neglected setting up...
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