Global vs. International Funds: What’s the Difference?

  WEEKLY EDUCATIONAL UPDATE  AUGUST 16, 2019   For investors who are looking to diversify their portfolio with exposure to companies located outside the […]

By the Time We Got to Woodstock . . .

  Fifty years ago, a dairy farmer named Max Yasgur thought it would be a rockin’ idea to rent his field to a bunch […]

A Bucket Plan to Go with Your Bucket List

  WEEKLY EDUCATIONAL UPDATE AUGUST 9, 2019     The baby boomers redefined everything they touched, from music to marriage to parenting and even […]

Now We Know Why They Call It A “Joy” Stick!

  Parenting is full of special moments that create lifelong memories. Your heart bursts in joy as you watch them take their first steps, […]

Understanding Long-Term Care

WEEKLY EDUCATIONAL UPDATE August 2, 2019     Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges […]


  Great Britain’s new Prime Minister, Alexander Boris de Pfefel Johnson, inspires the same sort of love/hate relationship as a certain novice head of […]

Should You Choose a Fixed or Variable?

  WEEKLY EDUCATIONAL UPDATE  JULY 26, 2019     Buying a home is the single largest financial commitment most people ever make. And sorting […]

One Small Step . . .

  Fifty years ago this weekend, in what many people consider the crowning accomplishment in all of human history, astronaut Neil Armstrong stepped foot […]

Put it in a Letter

  WEEKLY EDUCATIONAL UPDATE – JULY 19,  2019   Actor Lee Marvin once said, “As soon as people see my face on a movie […]

The Perfect Crime

  Everybody needs money. That’s why they call it money. Maybe that’s why the heist movie is still a Hollywood staple. It’s been a […]

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