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Category Archives: News

What Did You Learn Today?

News

What Did You Learn Today?   “In a world of change, the learners shall inherit the earth, while the learned shall find themselves perfectly suited for a world that no longer exists.” ― Eric Hoffer   It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, […]

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Make 2022 your best year yet

News

  Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022.   Values   A common reason why so many New Year’s resolutions fail is that, […]

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Stay on Track, Continue to Give to Others

Market Commentary, News

The coronavirus pandemic has created a very uncertain market environment right now. However, your long-term financial goals are probably still the same: moving home, getting your children or grandchildren through university, starting your own company, giving back, and retiring on your own terms. The path towards those goals might have swerved a little in the […]

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5 Ways to Make Social Distancing More Social

News

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives. Here are 5 ideas on how to make social distancing a little less isolating. 1. Set a schedule. We […]

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Cornavirus and market volatility

Market Commentary, News

Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the world were trading near all-time highs including major […]

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Don’t Let a Hacker In

News

We spend so much of our lives online that protecting our digital selves is now as important as protecting any other asset. Cybercriminals continue to find more devious and more sophisticated ways to access passwords, bank accounts, and personal identification data. And large-scale hacks like the 2017 Equifax breach underscore just how vulnerable our data […]

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