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Monday Morning Motivation – Teachable

Would you be better off if you focused on being a bit more teachable?

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It Is Not About the Money – Investing in 12 Pictures

Is investing in I Bonds for you? Read more here to find out.

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Monday Morning Motivation – Caring

How would your life be changed if you focused on becoming more caring?

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Take the Bite out of Inflation with I Bonds!

Is investing in I Bonds for you? Read more here to find out.

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Monday Morning Motivation – Kind

How could you be kind to a friend, a family member or a co-worker this week?

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Inflation: What Does it Mean for Your Pocketbook?

Be strategic in handling your finances. Tune in to learn how inflation can affect you!

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Monday Morning Motivation – Passionate

Are you passionate enough in your life?

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Quarterly Market Review – Fourth Quarter 2022

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 October – December 2022.

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Monday Morning Motivation – Unselfish

What can you do today to better put the needs of others in front of your own?

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JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

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.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

Want to learn more about how we can serve you?