Is your son or daughter heading to college? If the answer is yes, it’s an exciting moment in your child’s life. But, financially, it can also be a paralyzing time if they do not have a principled approach for managing money. Out on their own for the first time, your child has an opportunity to…
Read MoreThe Inverted Yield Curve – What Does It Mean to Me?
Investors who follow the markets have seen headlines in recent weeks about something called the “inverted yield curve.” For those less familiar with the phenomenon, an inverted yield curve is essentially a point on a chart where short-term investments in U.S. Treasury bonds pay more than long-term ones. And when it occurs, it’s generally regarded…
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Planning to Build Your Dream Home? Here Are Some Steps to Prepare.
As a financial advisor, I’ve worked with many clients as they plan for their dream home and gleaned insights on the process along the way. Building a home can be an exciting, but challenging time. It takes a plan with realistic timelines, budgets and expectations to stay on track and keep your sanity through what…
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