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Monday Morning Motivation – Response

Think Long-Term—Don’t Let a Recession Faze You

Don’t let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.

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Monday Morning Motivation – Logical

Are you embracing your logical side?

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What is a 529 College Savings Plan?

Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.

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Monday Morning Motivation – Emotions

The Hardest Thing to Do: Sticking to Principles

Want to do better than most investors? Then stick to the plan!

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Monday Morning Motivation – Curious

Are you making the time to be curious?

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Quarterly Market Review – First Quarter 2020

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 2020.

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Monday Morning Motivation – Why

Are you starting with your why?

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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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