Insight Categories: Investment Management

Financial Planning Month – Week 4

The journey to becoming a CFP® professional is both rigorous and rewarding. It’s built on four pillars: education, examination, experience, and ethics—each forming the foundation

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Stay the Course

No one should be surprised by a market pullback even if it comes as a shock when most of it happens in one day. The

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The Fed Chairman Speaks

Excerpts from Fortune of Federal Chairman, Jerome Powell’s interview on 60 minutes.   When will you cut interest rates? “Well, we have a strong economy.

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The Bull Market Continues

By: Andrew T. Gardener, CFP®   We entered into this year expecting a stronger economy and healthy stock market, but even we are surprised at

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Not Our First Rodeo

By: Andrew T. Gardener, CFP®   We recognize that many of our friends and family are understandably nervous and we empathize. We won’t pretend to

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