August 2021
Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics
Jada Diedrich

If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why?

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July 2021
The Markets are our Friends, not our Adversaries
Scott Lamb, VP, Strategic Relations, Buckingham Strategic Partners

It's quite similar to when Bruce from "Finding Nemo" said "fish are friends, not food."

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June 2021
What Baseball Can Teach Us About Investing
Jennifer Hester

Keep your eye on the ball. Baseball is a lot like life. It's a day-to-day existence, full of ups and downs.

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May 2021
Four Steps to Set Yourself Up for Financial Success
Kurt Wunderlich CFA, CFP

Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder.

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April 2021
April Is Financial Literacy Month!
Larry Swedroe

Without a basic understanding of how capital markets work, there is no way individuals can make prudent investment decisions.

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April 2021
The Crazy Stuff We Do With Money—Explained
Tim Maurer, CFP®

I’ve got some good news. You’re not crazy.

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March 2021
The Right (or Wrong) Way to Retire
Connie Brezik, CPA/PFS, CFP®

Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients and customers.

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February 2021
Set Priorities and Optimize Debt to Balance Out Uncertainty
Tom Haug, CFP®

To look back on 2020 and say it was a challenging year would be an understatement. Uncertainty was a theme, stimulus debates took center stage, and millions of Americans scrambled to revisit their budgets.

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January 2021
Saving Too Much Too Early In The Year Can Hurt Your Retirement
Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®

Saving Too Much Too Early In The Year Can Hurt Your Retirement

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December 2020
The Twenty Dollar Bill
Larry Swedroe

A financial economist, and passionate defender of the EMH, was walking down the street with a friend. The friend stops and says, “Look, there is a $20 bill on the ground.”

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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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