November 2020
Optical Illusions in Investing
Zach Novak, CFP®️

Optical illusions can be fun and, at their worst, elicit some argumentative conversations among friends and family, similar psychological phenomena are common in the investing world, too.

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October 2020
Benefits of Rebalancing
Connie Brezik, Wealth Advisor

Think about rebalancing your portfolio like preparing a balanced meal to include a protein, vegetables, fruit and grains. Specifically, you could have chicken, asparagus, watermelon and whole wheat rolls. Or you may want BBQ ribs, french fries, roasted peppers, cantaloupe and chocolate cake.

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September 2020
A 2020 Year-End Planning Checklist
Sue Stevens, CPA/PFS, CFP®, CFA®, CAP®

It’s been a year like no other. A global pandemic. A sudden shift to a bear market. Unexpected oil price drama. A race for a vaccine. Or better testing. Or a nationwide database to trace outbreaks. It all has an impact on your personal finances. As we head into the second half of the year, let’s take stock of what you may want to consider before year-end.

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August 2020
Have a Conversation, for You and Your Family
Connie Brezik, CPA/PFS, CFP®

During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness...

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July 2020
Cultivating an Abundance Mindset, Even in Difficult Times
Becca Craig, ABA, CFP®

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounting variety of very real financial stressors...

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June 2020
Charitable Giving Opportunities Under the 2020 CARES Act
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®

The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to nonprofits. These included revisions to the Internal Revenue Code intended to provide additional tax benefits to taxpayers supporting charities.

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May 2020
The Foundational Aspects of Planning Your Legacy
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®

Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to the conversation simply seeking the specific tool or set of tools most appropriate for passing their wealth to heirs and charities with as little as possible lost to taxes or unwanted third parties.

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April 2020
The Market Volatility Survival Tool: True Grit
Tim Maurer, Director of Advisor Development at the BAM Alliance

Is recent stock market volatility bugging you? Do you wince with every headline announcing the expansion of quarantines, knowing the market will likely panic? Do you sneak a peak at your portfolio’s performance more than quarterly (or perhaps even annually)?

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March 2020
Educate Your Heirs
Connie Brezik

One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values.

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February 2020
Make Life Easier in 2020
Connie Brezik

As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize?

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January 2020
How Do I Find a ‘Good’ Accountant?
Thomas Bodin, CFA, CFP®

Hopefully, our recent series of posts on accountants have helped you build a better sense of what to expect from this valuable professional services relationship. Changing accountants can be a time-consuming project, but, if you do not currently have an accountant as part of your professional team or you are unsatisfied with your existing accountant, a few simple questions can guide you to the right solution.

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December 2019
Finding and Supporting Your Passion
Loring Ward Team

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors and volunteers (1). The opportunities to support a nonprofit can seem endless and overwhelming.

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