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10 Attributes of Great Financial Advisors

How does your current financial advisor measure up? Read on to learn what to look for!

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Monday Morning Motivation – Gratitude

Do you think that your day would be a bit more fulfilling if you found the time to reflect and give thanks for those gifts that you have received in your life?

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Medicare 6 Months Before You Turn 65

There are many things to know about Medicare in the 6 months before you turn 65. Read here to learn more!

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Monday Morning Motivation – Reflect

Can you take the first five minutes of each day to reflect on the positive events of yesterday?

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What to Consider When Launching a Small Business

Today the Fearless Advisor discusses what to consider when launching a small business. See the video & transcript here.

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Monday Morning Motivation – Naïve

Wouldn’t you rather be intentionally naïve than intentionally cynical?

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Hoops vs. Investing – Learning From The NCAA Tournament 

What can we learn about investing from the NCAA Tournament? Read here to learn more!

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Monday Morning Motivation – Ritual

What’s your daily ritual look like?

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Quarterly Market Review – First Quarter 2023

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2023.

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On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

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