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Magnificent Munis
The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is anticipated, no – it is expected, that the FOMC will reduce rates for the first time since 2020. As investors, it is important to...
Covering Your Bases
Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for their young’uns, gardens are being planted, houses are being cleaned, and investors are covering their financial bases. Yes, just as...
Rates Rise, Values Fall – Where are we now?
Following the 2022 market, when nothing seemed to work and equities and fixed income moved in the same direction – DOWN - I read with great interest about the declared death of the balanced portfolio, particularly the 60/40 portfolio. Now in the recent press, it seems...
Having It All: How to Achieve Your Financial & Career Goals
Did you know that in the early 1900s, only six percent of married women worked outside of the home? It wasn’t until the First World War that women joined the workforce in masses, only because the men were needed in the armed forces. Fast forward to a century later,...
Align Your Leadership Style With Your Values
When you hear the word "values," you probably think of some personal examples, such as discipline or perseverance. Go one step further and consider leaders you admire. What values were behind the notable decisions they made or memorable actions they took? Were those...
Fun Financial Literacy Games for the Whole Family
With summer in full swing, you are most likely spending quality time with your family. While taking advantage of this time together, why not take a moment (or two) to have a little fun AND teach your kids about financial literacy? It is never too early for your kids...
How to Plan Your Best Summer Vacation
Summer vacation is about exploring new places, experiencing all of the attractions and having spontaneous fun. But before you head out the door, you should have a budget plan in place. There is an easy way to budget for your vacation. In addition to pre-purchasing...