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Back to Basics: Diversification and Time in the Market

Robert Dunn, CFP®

Dec 13, 20234 min read

Back to Basics: Diversification and Time in the Market

32

Making the Most of the (Credit) Cards You’re Dealt

Brenden Leese, CFP®

Sep 20, 20235 min read

Making the Most of the (Credit) Cards You’re Dealt

9

Borrowing Money for a Major Purchase? Call Us First.

Ryan A. Dunn, CFP®

Aug 30, 20235 min read

Borrowing Money for a Major Purchase? Call Us First.

41

Authenticity In The Tech Age

Robert Dunn, CFP®

Aug 23, 20234 min read

Authenticity In The Tech Age

39

CD Rates Are Back! Do They Make Sense for Me?

Ryan M. Vogel, CFP®

Aug 1, 20234 min read

CD Rates Are Back! Do They Make Sense for Me?

33

Sitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs

Ryan A. Dunn, CFP®

Jun 14, 20234 min read

Sitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs

54

Are People with Good Credit Being Penalized?

Daniel Satz, CFP®, MPAS® CRPC®, AWMA®

May 11, 20234 min read

Are People with Good Credit Being Penalized?

46

When Does It Make Sense to Pay Off Your Mortgage?

Ryan M. Vogel, CFP®

May 3, 20234 min read

When Does It Make Sense to Pay Off Your Mortgage?

89

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