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The Nice List

One of my favorite holiday traditions is our Elf on the Shelf. Last year, he arrived from the North Pole via parachute with tickets to the Polar Express!

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Boo Boo Buys a Corporate Bond

Debt securities can be an important component in creating a portfolio designed for capital preservation and income. In part three of Financial Basics 101, we explore one type of debt security in particular - corporate bonds.

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The Things We CAN Control

As Mike Tyson once put so eloquently, “Everyone has a plan until they get punched in the face.” Sometimes you need to stick to the plan. Sometimes you need to adapt. Some things you need to take control of in advance. My advice to you is something I heard a lot of growing up – keep your eye on the ball.

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The Yield Curve Inverted - Is a Recession on the Horizon?

The yield curve is the “connect-the-dot” line that follows the yield of treasury bonds with maturities from 1 month to 30 years. Typically, this curve is sloped upward, as longer-term bonds demand a higher yield. In a healthy economy, when long-term growth is expected, higher long-term yields are indicative that investors have positive feelings about growth in the economy.

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Is Your Personal Information Secure?

Catch Me If You Can was one of my favorite movies when it was released 16 yrs ago – And not just for then (and now) heartthrob, Leonardo DiCaprio. I found the premise fascinating. The movie is based on the real-life story of..

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