What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Derek Tuz, CFP®, ChFC®, CWS® |
Friday, March 17, 2023
Sports contain many valuable life lessons, but your financial planning is more important than any game. And we’re confident that our planning process can help you achieve something bigger than any trophy: a secure financial future.
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Derek Tuz, CFP®, ChFC®, CWS® |
Wednesday, January 4, 2023
We all do it, set New Year's goals or resolutions, but setting a New Year's goal or resolution isn't enough. Your goal has to be SMART. Your goal has to be meaningful to you. And, perhaps most importantly, you have to feel truly motivate...
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Monday, September 26, 2022
Our Perspective: Interest rates, market returns and recessions
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Derek Tuz, CFP®, ChFC®, CWS® |
Friday, September 9, 2022
As we enter September, markets continue to deal with inflation, interest rates and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...
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Steve Sanduski, CFP® |
Wednesday, May 25, 2022
“Should’ve means ‘ought to’ and ‘can’t’ means ‘won’t.’ Actions make differences that intentions don’t.”When my boys were young I was a little league baseball coach...
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