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The Importance of Avoiding Emotional Decisions in Investing

Investing is as much about psychology as it is about numbers. While market trends, economic...
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Retiring to Something, Not Just From Something: Building a Purposeful Retirement

Retirement is often viewed as the long-anticipated escape from the daily grind—a reward for decades...
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Happy Holidays!

From our home to yours, we wish you the very best this holiday season. May...
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Embracing Minimalism: Simplify Your Life, Amplify Your Happiness

In a world filled with constant noise, clutter, and distractions, the concept of minimalism offers...
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Outlook 2023: Finding Balance

Here is the link to LPL's 2023 outlook on the markets! A great read! https://view.ceros.com/lpl/outlook2023/p/1
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5 Things To Do Now To Promote Portfolio Success In 2023

Take advantage of Tax Loss Harvesting versus any gains you have. If your capital losses...