According to Wikipedia, “A rule of thumb is a principle with broad application that is not intended to be strictly accurate or reliable for every situation..."
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The demand for financial advice is growing. This is caused by many factors...
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Recently one of my family members was celebrating a milestone birthday. My wife and I figured what better way to commemorate the occasion...
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Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list.
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With the holiday season upon us, we were reminiscing about Christmas past. We asked ourselves... what was your favorite gift as a kid?
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Many folks have begun making progress with their year-end and holiday gifting. Just in case you’re typically one of those last minute shoppers with no idea...
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A topic that I love to debate with myself and others constantly: Do you go for the real thing, or get the fake one to help save some time and/or aggravation?
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On November 30th, the asset management team made some changes to our model portfolios...
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I know that 2021 isn’t over yet, but we are close enough to start reflecting on what happened this year and begin to plan for 2022...
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As we head toward the end of the year, we want to remind you to stay vigilant and aware of scams...
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Discussing money with family members isn’t one of the easier conversations to have– especially when gathering for a holiday or family event. Nevertheless, these
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