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Start Your Year Planning for JOY (and Avoiding Mistakes)

You deserve to maximize the JOY in your life and one way to make that happen is by avoiding the common mistakes that can throw you off track and steal those JOYful moments. Let’s make 2025 your year of purposeful action — where you take intentional steps to sidestep frustrating pitfalls.   

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Investing for Women

Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …

What Is A Stock Split?

Stock splits are a regular occurrence on stock exchanges and are sometimes misunderstood.  The most typical splits are forward split where a shareholder will receive more shares as a result of the split.  We will reserve the ability to go over reverse stock splits in a future blog. Publicly …

Dr. Mark at Disney, Episode #107

Today’s guest is Dr. Mark Penning, Vice President of Disney Animals, Science, and Environment for Walt Disney Parks and Resort. He oversees animal care and environmental initiatives around the world and leverages field conservation initiatives supported by the company. His team shares inspi …

Market Commentary: A Big Bounce

On the heels of a huge month for stocks in October, the bull continued to soar in November, as the S&P 500 had its best week since June and the NASDAQ had its best week since March. Sparking much of the rally was news that inflation has likely peaked and is finally slowing. We’ll discus …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Taking A Bite Out of Entrepreneurship, Episode #106

Today’s guest is Dr. Marc Adelberg, founding and Senior Partner of Adelberg Montalvan Pediatric Dental. When not seeing patients, he acts as the CEO/visionary for the team. He and his team are doctors of EOS—the Entrepreneurs Operating System—and credit a great deal of their growth to its p …

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