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Market Volatility Terms to Know

Every industry has its special terms whose meanings aren’t always clear to the casual observer – investments may surpass them all. Its stream of strange terms can be hard to decipher, particularly during tough markets when industry jargon and unfamiliar language can obfuscate pressing matters.
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12 Grapes for New Year’s Eve

What I will do is turn those wishes into something more; firm decisions to do something. I like to keep my resolutions as actions “to do” instead of “what not to do.” After many years of resolving to stop eating sweets, I have realized cookies will always be my downfall.

Adaptive Communications in Today’s Digital Age

Published by Ben Mathis With the maturation of more recent generations, the variety of audiences that we face day to day is more diverse than it has ever been. We find ourselves needing to effectively communicate across generations more than ever before.

Lasting Happiness… Who is it for?

Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?

Confessions of a Former Task Master

Published by Ron Carson People often ask me how I get away from the office so much. The truth is, I never worry about our team doing X, Y or Z when I am gone. They are harder on themselves than I am. Our culture is what happens when I’m not around.

Are You Picking Up Your Pebbles?

With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.
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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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