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Monday Morning Motivation – Empathy

Are you comfortable enough with your own feelings to be empathetic to others?

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Monday Morning Motivation – "Motivation"

What floats your boat – what’s your why – what’s your motivation?

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Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor. The reality is that the principles of successful long term investing are much different than most people think. Successful, long term investing” is EXTREMELY redundant

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Monday Morning Motivation – Self-regulation

Are you willing to ask the tough questions about your feelings, thoughts, and actions and regulate your behavior accordingly?

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Monday Morning Motivation – Self-Awareness

How aware are you of your inner self?

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Monday Morning Motivation – Connection

Do you know enough about others, to develop deep connections that will lead to significance in your life?

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Quarterly Market Review – Q3 2017

This year’s Third Quarter issue of the Quarterly Market Review provides a sneak-peek on how “a financial advisor can help investors decide on an appropriate asset allocation, stay the course during periods of disappointing results, and carefully weigh considerations if a given strategy is right for them.”

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Quarterly Market Review – Second Quarter 2017

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the market place.  With that in mind we publish a brief market update each quarter.  Below you will find updates for the second quarter of 2017. Enjoy the read…

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Monday Morning Motivation – Validate

What would your relationships look like if you were able to develop the ability to validate others?

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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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