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A Second Opinion And A Cup Of Coffee

Published by Daniel Morrison, Wealth Advisor

Go ahead and take a moment to look back on the past five to ten years of your life. How much has changed? As life goes on, very few things will remain the same. And while change is something the majority of us have generally come to accept as a healthy and natural part of life, it still requires adaptation and flexibility, especially when it comes to your finances.

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How Might The Market Behave In 2019?

Published by Ryan Cooley

The end of 2018 brought with it some downward market trends, but what’s in store for 2019? It’s exciting to watch analysts make predictions for the coming year, but it’s important to remember what they are: predictions. These people are experts at analyzing trends, not fortune tellers. Sometimes they’re right, sometimes they’re partially right, and sometimes they’re dead wrong. With so many variables to take into consideration, 2019 is especially uncertain. Will it be the year we finally transition out of a bull market? What sectors are expected to over- and under-perform? What can you do to prepare yourself and keep your wealth safe? Let’s take a look at what the analysts are saying.

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year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

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Ten Questions To Ask Your Financial Advisor

Published by Mark Ring, Wealth Advisor

Do you ever feel overwhelmed when trying to choose a doctor, a contractor, or a company to do business with? With so many choices, how do you know which one will be the right fit for your situation or personality? How do you know if you’ll like them or work well with them?

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Five Financial Actions To Take Before The Ball Drops In 2018

Published by Daniel Morrison, Wealth Advisor

As we approach the year’s end, in the midst of all the holiday hustle and bustle, the last thing you want to think about is taking care of your finances. But since finance-related resolutions take third place for most popular New Year’s resolution, (1) why don’t you give yourself a head start on your 2019 financial goals? Here are 5 critical financial actions you’ll be glad you tackled when the ball drops on New Year’s Eve!

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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Long-Term Care Month: What’s Your LTC Plan?

Published by Ryan Cooley

If someone told you that you had a glaring gap in your retirement planning, would you make an effort to remedy the problem as soon as possible? Unfortunately, many Americans have just such a blind spot in the form of long-term care, with only 1 in 5 adults taking any action toward financing their future long-term care expenses. (1) Since an average 63% of today’s 65-year-olds will require some form of long-term care during their lifetimes, it’s critical to have a plan to pay for these costs. (2)

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

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Why I Became A Financial Advisor

Published by Ryan Cooley, Wealth Advisor

Financial security is a common goal many people strive to achieve. It’s easy to see why as it provides financial confidence and allows those who have it to focus on their true passions in life. I was lucky enough to witness firsthand how financial security helped my parents lead a fulfilling life, and this is what inspired me to pursue a career in the financial industry. I saw how my parents left their meetings with their financial advisor feeling empowered and equipped to make wise financial decisions and invest in their future. I wanted to take on that role for others and walk people through the process to attain their own version of financial freedom and success.

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Do You Understand Your Emotions About Money?

Published by Daniel Morrison, Wealth Advisor

Have you ever had buyer’s remorse after making a purchase? Have you ever let fear of failure keep you from investing, or even creating a budget? If you have experienced these feelings before, then you know firsthand how much of a role our emotions can play in our financial lives. And did you know that there is actually a term for the way these emotions affect our financial decision-making abilities? Psychologists refer to these emotions and beliefs we hold about money as “money scripts.” (1)

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