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Expressions

Published by Aaron Schaben | @AaronSchaben What have you expressed yourself today, both intentionally and unintentionally? Have you stopped and asked yourself that question lately? If you are truthful with yourself, no one else needs to know.

My Favorite Financial Planning App

Published by Andrew Rogers I had a realization not all that long ago, that in 6 short months (now 3), I would be walking across a stage at graduation and embarking on a new journey. A journey that replaced homework, with potential long nights at the office, replaced studying on a Saturday w …

Why You Should Know Your Family Index Number

Published by Paul West You can’t get to your destination if you don’t know where you are going. What is asset management? When you think about asset management, most people immediately think it’s all about how a wealth advisor invests your money.

Diversifying Your Portfolio

Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …

Financial Decisions to Make Today to Avoid Regret Tomorrow

Published by Teresa Milner The constant barrage of daily decisions can easily cause fatigue and tire out our brains. This can cause us to suffer from the inability to make good decisions. Whether we realize it or not, we are all a product of our decisions. Financial decisions are made daily …

Creative Destruction!! Are You Ready?

Published by Ron Carson Joseph Schumpeter coined the idea of creative destruction in the 1940s. Despite many examples since then of innovators like Netflix crushing once-untouchable businesses like Blockbuster, much of the financial services industry still lives in denial of the threats we …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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