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    Are Bonds a Good Investment in 2024?

    When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect their investments. Let’s face it: who wants to lose money? We all crave certainty; it seems to be part of our wiring. But just because we crave it, doesn’t mean it’s good for us.

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    Alternatives to 529 Plans You Need To Consider

    One of the keys to effective college savings is to set aside money early in your children’s lives,...

    Don't Buy Bonds Without Understanding the Risks

    When people meet us for the first time, one of the things that they are most surprised to learn is...

    How To Manage Debt: Should I Pay It Off or Invest?

    Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep...