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The Nation’s Credit Rating Was Downgraded - What This Means For You

Concerned that the U.S. credit rating was downgraded? Read to see why this isn't likely to have a long-term effect on the markets.

Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market

September 1, 2023 Balancing Act Years Investing Financial Planning By Advisor Laurence Hale

Discover the potential impact of recent Federal Reserve interest rate hikes on your investment portfolio and retirement accounts.

How to Start Investing: a Primer for Beginners

August 11, 2023 Balancing Act Years Investing Financial Literacy By Advisor Leisl Cording

Stocks, bonds and ETFs... oh my! If you have no idea where to start, class is officially in session. Welcome to Investing 101.

6 Ways to Overcome Market Psychology

June 26, 2023 Investing Financial Planning Financial Literacy By Advisor Leisl Cording

Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.

Worried About Your 401k and Other Investments? Learning About Systemic Risk Can Help

June 22, 2023 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Laurence Hale

Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor.

8 Step Summer Financial Checkup

June 21, 2023 Investing Financial Planning Budgeting By Advisor Holly Wanegar

If you find yourself with a bit of extra time on your hands in the upcoming months, use these 8 steps to check in on your finances.

6 Great Books for Young Investors

June 21, 2023 Balancing Act Years Next Chapter Years Investing By Advisor Leisl Cording High Net Worth

These 6 books will help young (and young at heart) investors understand what it means to be financially successful.

Leaving Your Job? Be Sure to Use NUA Strategy for Your Company-Issued Stocks

June 4, 2023 Next Chapter Years Business Executives Investing By Advisor Jim Zahansky

If you currently have employer-issued stock, get familiar with the NUA strategy, its potential benefits, and how it works for investors.

Financial Lessons from Famous Dads

June 3, 2023 Investing Financial Literacy Budgeting

Here are some important financial lessons passed down from famous fathers and famous father figures.

How to Invest in Alignment with Your Values: ESG Investing

April 4, 2023 Investing By Advisor Mike Baum

Want to put your investments where your values are? Here's how to do it through ESG investing.