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As many of you know we use quite a few individual bonds in your investment portfolio. We buy a wide variety of bonds differing in maturity, tax status, and more based off what makes sense in your financial picture. What is the purpose of using all these individual bonds and what role do they play

The Flash Crash What a quarter! That’s all I can say… The financial markets really gave us the full range of emotions from hopelessness and despair to newfound optimism. In just two months, we narrowly avoided an economic catastrophe to rally to new all-time highs. What happened? The US stock market (S&P 500) took the

Don’t Just Pack – Prepare. Smart Travel Tips That Can Make a Difference We all love a good trip —whether it is crossing off bucket-list adventures or going for a weekend getaway. Personally, packing is my least favorite part. It is so easy to put that off until the last minute, leaving you rushed and

One of the greatest pleasures of financial planning is helping clients solve their financial problems. It brings the client peace and gives us enormous job satisfaction. Along the way, we learn a lot! Many of these lessons are one-off events that are important to share and cannot be captured in a simple newsletter. To spread