Outlook

2021 Q1 Newsletter – Lessons Learned

    Dear Clients,   It’s rare that we see a year – both in the markets and in the broader economy – that provides such great teaching points to all investors. 2020 was such a year. If we had closed our eyes on December 31st, 2019, and then opened them at the very end of 2020, we would have seen that the market

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2/11 No BondCast LIVE – Tax Special with Meri Anderson

WATCH NOW On Thursday, February 11th at 3pm EST Misty Lynch sat down with Meredith L. Anderson, CPA, MST, EA, partner at Coval, Anderson, and Coval LLC. Meri discussed tax strategies for 2021 including new changes this year, tips for business owners, and things to remember if your income or career changed.   Meredith L.

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1/14 No BondCast LIVE – New Year Special with Andris Lagsdin

  WATCH NOW On Thursday, January 14th at 3pm EST Matt Morizio sat down with entrepreneur, founder, and creator of Baking Steel, Andris Lagsdin. Andris Lagsdin received his pizza education while working for Chef Todd English but had given up the restaurant life to work in his family steel business until he discovered a way

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12/10 No BondCast LIVE – Holiday Planning with Misty and Angel

  WATCH NOW Misty Lynch, Director of Financial Planning / Financial Advisor,  and Angel Williams, Director of Client Relationships, sat down on Thursday, December 10th for the last No BondCast Live of 2020. Misty and Angel will be discuss: – The differences of this year vs previous years – Not overspending to make up for

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Financial Planning: Budgeting During the Holidays (and After)

  On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the fear and uncertainty of COVID-19, many people will feel an outsized impact this holiday season financially between employment issues and market volatility. However, you can relieve some of this financial stress by making a plan –

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No BondCast Live

11/12 No BondCast – LIVE Update with Ben and Jim

Watch NOW our Live Cast from Thursday, November 12th with Managing Partners Ben Beck and Jim Bode. The purpose of this webcast is to share with our clients and close contacts, another level of communication to provide further context in light of current market and economic conditions. During this livecast you will hear a quick update

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