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Quarterly Market Review – Second Quarter 2021

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 Apr. – Jun. 2021.

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Monday Morning Motivation – Tension

Are you embracing tension in your life?

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Investing Your Young Children’s Money – Here’s How

Here are the best options for investing your children’s money—and a few strategies for empowering older kids and teens to make wise choices.

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Monday Morning Motivation – Rhythm

Measure Twice, Cut Once – The Best Investment Strategy

It pays to measure twice and cut once! Here we cover the 3 criteria for constructing the best investment strategy for YOU.

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Monday Morning Motivation – Focus

Who do you need to reach out to for help with your focus?

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Put a Shine on your Credit Score: How to Build Credit!

Today we cover 6 ways you can improve your credit score! Your credit score is a window into your financial reputation—and can impact your life in surprising ways.

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Monday Morning Motivation – Satisfied

What would it take for you to be satisfied?

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The Basics of Personal Financial Planning

How do you best allocate your limited financial resources among unlimited alternatives? Things quickly get complex, so here’s where to simplify!

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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!

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