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Talk…about money

New Year’s Financial Physical

The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...

Super Bowl Sunday

On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...

Black History Month

Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...

Groundhog Day

We’ve all seen *Groundhog Day*—Bill Murray stuck in a time loop, repeating the same day over and over. It’s funny in the movie, but when it comes to your portfolio, not so much. Here’s the thing: too many people make the same mistakes in their...
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