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Untucked Episode 99

Untucked Episode 99 – Investing at all time highs Listen to the team discuss investing at all time high’s here or the full episode here. Meghan Tait: [00:00:00] All right. Um, so today for Coach’s Corner, we are going to Um, refer to an article written by Ben Carlson called What if you only invested at market peaks? […]
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Untucked Episode 95

Coach’s Corner – Today we’re going to talk a little bit about budgets and bill paying. Uh, we get a lot of questions about best practices when it comes to creating and servicing a budget and different bill paying strategies. So today we wanted to talk about some of the ways we’ve seen budgeting, uh, […]
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Untucked Episode 91

Click here to listen to our discussion about bonds, their performance, and their place in your investment plan. Click here to listen to the full Untucked Episode 91. You can also listen on Apple, Spotify or Google podcasts. Ep 91 Bond Market Meghan Tait: [00:00:00] Um, so today we’re going to talk about an article […]
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top plays

Q3 2022

Quote of the Quarter: “The key to fulfillment is allocation, not accumulation.  What matters is not about how much time or money you have. What matters is what you do with it.” Something from our team: What’s your legacy?  This fall, we’re prepared to discuss “Legacy Plans” with our clients.  Of course we review administrative items like beneficiary […]
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Q2 2022

by Kevin Janiec CFP®, MBA “Focus more on your current trajectory than your current results.” – James Clear Positive Team News Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall Owen’s son, […]
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Q1 2022

Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.”  – Carl Richards, author of The Behavior Gap  Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […]
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