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Another downturn? Or something much less severe?

If Greece leaves the eurozone in the coming months, what kind of financial ripples could reach America?

A shared goal, a stronger relationship.

Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale.

Four Financial Areas to Address in Every Job Transition

If Jeremy Lin could teach you how

When you talk about spending, budgeting, and planning for the future, where does the conversation usually end up?  It goes without saying that it will probably take a different path depending on who it’s with.  This conversation with a friend will probably be more light-hearted than if it’s with a parent or child or your significant other.  As a financial planner I ge

“Never keep all your eggs in one basket” is an age-old adage and a great rule of thumb for investing.  As a matter of fact it’s a pretty good motto for life in general and there are countless examples.  So why do people forget to diversify when they utilize employee stock purchase plans?  Employee purchase plans can be awesome and should almost always be utilize

“What is the best way to save for my kid’s college education?” is a question that comes up pretty frequently for someone in our line of work.