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Monday Morning Motivation – Relentless

What are you relentless about in your life?

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Quarterly Market Review – First 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 Jan. – Mar. 2021.

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Monday Morning Motivation – Replace

What behavior would you like to replace?

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Monday Morning Motivation – Reset

What’s keeping you from doing a reset in your life?

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Tales from the Crypto – All About Bitcoin

Tales from the Crypto – Don’t get killed by speculating!

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Monday Morning Motivation – Reverse

Is it time for you to put things in reverse?

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How does Monetary and Fiscal Policy impact me?

Curious how US policy directly impacts the money in your pocket? Today we demystify monetary and fiscal policy—and how it impacts YOU!

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Monday Morning Motivation – Potential

Courage in Tax Time

Today the Fearless Advisor offers tips for being courageous in tax time. Yes, filing taxes can be easy, and you can learn how to improve your tax situation each year. The bottom line is that you can do this—and here’s how!

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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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