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Steve Martin
Nov 4, 20242 min read
Callable vs. Non-Callable CDs: Making the Right Choice for Your Financial Future
In the world of financial planning, Certificates of Deposit (CDs) are a popular tool for investors seeking a safe, guaranteed return on...
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Steve Martin
Oct 7, 20242 min read
How Do Presidential Elections Impact the Markets?
With news headlines constantly covering every aspect of the presidential race, you may be wondering how the 2024 election may impact you...
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Steve Martin
Sep 6, 20242 min read
117 Things We Do for Our Clients Number 27 - Help You Identify Savings Shortfalls and Excesses
It can be challenging to strike the right balance when it comes to saving money. Just as it's difficult to know when we're not saving...
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Steve Martin
Aug 2, 20241 min read
117 Things We Do for Our Clients Number 26 - Help You Determine the Risk Level of Your Existing Portfolio
When considering risk levels, it's natural to consider risk tolerance—the appropriate portfolio risk a person would be most comfortable...
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