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    Swim Coach or Lifeguard?

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional notes. On it were two quotes that never got erased. They were there until the day that whiteboard was removed from the wall. The one which I want to discuss today is a simple question, “Swim Coach or Lifeguard?” 

    Are You Running with the Herd?

    "It's impossible to produce superior returns unless you do something quite different from the...

    The Value of a Good Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    Financial Planning: Budgeting During the Holidays (and After)

    On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the...

    Health & Wealth: Healthcare Planning & Open Enrollment Season

    A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...

    Business Ethics in the Wealth Management Industry

    In any industry, business ethics need to be a critical part of both the ethos and the contractual...

    What to Do If You're a Victim of Fraud

    Financial planning and wealth management is more than investments and managing funds, it’s also...

    Why You Need to Continue Your Financial Plan During COVID-19

    Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic...

    Why Wealth Management Is About So Much More Than Retirement

    What if I told you to stop thinking about a retirement date when considering your personal...

    5 Important Things To Do While You're Still Alive (And Why Your Loved Ones Will Be Grateful)

    I was sitting in a meeting the other day, where the topic of discussion was life changes....
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