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What Is Your Credit Score?

By Chelsi Balfour

Your credit score is an important number in your life and it is important to know what it is and how it is calculated. This important number is an indicator of your creditworthiness and used in many aspects of your life, whether you realize it or not. Essentially it is looked at by those …

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How the Results of the Election Could Impact the Markets and Your Financial Plan

Posted on November 5, 2020

How Estate and Gift Taxes Can Impact Your Financial Plan

Posted on October 15, 2020

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

Posted on September 30, 2020

How to Make Charitable Giving Part of Your Financial Plan

Posted on August 26, 2020

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In the News

Time to fly the nest: How young adults can find financial success

Posted on September 24, 2020

There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …

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It’s not just about the money

Posted on August 27, 2020

4 Tax Pitfalls High Net Worth Clients Should Avoid

Posted on August 27, 2020

Is 2020 a Good Time to Invest?

Posted on August 20, 2020

Retirement Checklist: Maximize Savings Through Every Decade of Your Life

Posted on August 10, 2020

More News

Market Commentary

Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season

Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers onli …

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Market Commentary: Markets Respond Favorably to News of Second Vaccine’s Positive Results

Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election

Market Commentary: Uncertainty with Election, Pandemic Cause 5.6% Drop in S&P 500.

Market Commentary: Unemployment Continues Slow Recovery as U.S. Corporations Beat Earnings Expectations

More Market Commentary

Newsletters

Your Year-End Tax Checklist, Plus a Few Extras for 2020

Posted on November 5, 2020

A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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Blog

What Is Your Credit Score?

How the Results of the Election Could Impact the Markets and Your Financial Plan

How Estate and Gift Taxes Can Impact Your Financial Plan

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

How to Make Charitable Giving Part of Your Financial Plan

In the News

In the News

Time to fly the nest: How young adults can find financial success

It’s not just about the money

4 Tax Pitfalls High Net Worth Clients Should Avoid

Is 2020 a Good Time to Invest?

Retirement Checklist: Maximize Savings Through Every Decade of Your Life

Market Commentary

Market Commentary

Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season

Market Commentary: Markets Respond Favorably to News of Second Vaccine’s Positive Results

Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election

Market Commentary: Uncertainty with Election, Pandemic Cause 5.6% Drop in S&P 500.

Market Commentary: Unemployment Continues Slow Recovery as U.S. Corporations Beat Earnings Expectations

Newsletters

Newsletters

Your Year-End Tax Checklist, Plus a Few Extras for 2020

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

How to Invest Creatively in Your Fall Vacation this Year

Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Paying Off Debt: As You Work Toward Debt Freedom, is the Snowball or Avalanche Method Right for You?

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