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2023 Q3 Commentary Thumbnail

2023 Q3 Commentary

The story of this year has been the persistent rise in interest rates. This trend really began to accelerate in September into early October. Rates rattled financial markets resulting in a stock market correction and prompting some to consider whether the bond vigilantes were back.

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Roadmap to the Real World Thumbnail

Roadmap to the Real World

In an effort to make the jump from college to the "real world" seem a little less scary, our recent college grads all shared their number one piece of advice for someone on the verge of transitioning from college to the workforce.

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Individuality is In Thumbnail

Individuality is In

Finding unbiased, tailored financial advice can be difficult. But it is a worthy and valuable endeavor. The success of a financial plan is based solely on the accuracy of the assumptions made - which can only be done if your goals are at the forefront.

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“We Are Not Getting a Beaver!” Thumbnail

“We Are Not Getting a Beaver!”

With money, it’s helpful to have a plan of action which simply tells you what to do just like the beaver does. We need dams and lodges too in order to protect our own goals and interests.

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