Financial Focus - Caring for An Aging Parent
Caring for aging parents can be complex and emotionally challenging. Based on our experience, we encourage you to have these hard but...
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Eric Boyce
May 121 min
Charts & Chat - May 13, 2024
This week, CEO Eric Boyce discusses: 1. estimates for 2nd quarter economic growth increasing to +4% annual rate; recession mentions in...
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Lindsey Sharpe
Apr 282 min
10 BUDGETING TIPS TO TAKE CONTROL OF YOUR FINANCES
Feeling like your money is slipping through your fingers? You're not alone. But don't worry, taking control of your finances is within reach
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Eric Boyce
Mar 241 min
Charts & Chat - March 24, 2024
This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's...
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Kelly Freeman
Mar 213 min
Financial Planning for Women Needs to Address Four Different Factors From Men’s Planning
As a financial advisor, I’ve learned over the years that women have different financial planning needs compared to men. The most notable fa
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Eric Boyce
Nov 14, 20231 min
Charts & Chat - November 14, 2023
This week, CEO Eric Boyce, CFA discusses: 1. GDP forecasts have evolved from this summer - more optimism on 2025 and 2026 2. credit card,...
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Eric Boyce
Oct 31, 20231 min
Special Market Minute - October 31, 2023
CEO Eric Boyce, CFA offers his thoughts on the market and economy following two major investment conferences he attended during the last...
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Kelly Freeman
Oct 23, 20231 min
Ladies, Own Your Finances!
Females have four unique challenges that require different financial planning strategies. Taking a few simple action steps has the power...
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Jim McMullan
Sep 26, 20232 min
Financial Planning for a Child's College Education
By: Jim McMullan The cost of college is rising steadily, and it's more important than ever for parents to start planning early for their...
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Eric Boyce
Aug 20, 20231 min
Charts & Chat August 20, 2023
This week, CEO Eric Boyce, C FA discusses: 1. stock valuations stretched, fueled by earnings expectations, fund flows; stocks less...
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Eric Boyce
Aug 7, 20231 min
Market Minutes - August 7, 2023
CEO Eric Boyce, CFA shares his thoughts on developments in the market over the past week, including the jobs reports and the Fitch...
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Eric Boyce
May 16, 20231 min
Charts & Chats - May 14, 2023
During the course of our daily research, we come across interesting and illustrative charts which do a great job of articulating a point...
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Eric Boyce
May 1, 20231 min
Charts & Chats - 4/30/23
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
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Eric Boyce
Apr 24, 20231 min
Charts & Chats - 4/24/23
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
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Eric Boyce
Mar 26, 20231 min
Charts & Chats - March 26, 2023
During the course of our daily research, we come across interesting and illustrative charts which do a great job in articulating a point...
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Lindsey Sharpe
Jul 21, 20223 min
10 Reasons Why Couples Fight Over Money
One of the main reasons people end up in divorce court issues is money issues. Money is a very emotional part of life due to what it...
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