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What Debt, Deficits, and the Moody’s Downgrade Mean for You

May 30, 2025 | ,
Moody’s recent downgrade of U.S. credit has sparked fresh concerns about debt, deficits, and political gridlock. This piece breaks down what it means for investors—and why staying focused on long-term goals still matters most.
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Smart College Planning: How to Balance Costs, Opportunities, and Your Bigger Financial Picture

April 29, 2025 | ,
Paying for college shouldn’t derail your future. Learn how to make smart, values-aligned decisions for your family.
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Why Reviewing Your Tax Return Could Save You More Than You Think

March 25, 2025 |
Your tax return isn’t just for filing—it’s an opportunity to optimize. Before you move on, check out our updated 2024 checklist to make sure you’re not leaving money on the table. Small changes now could lead to big savings later.
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Market Volatility, Trade Tensions, and Investor Pessimism: What Really Matters

February 25, 2025 |
Market headlines are filled with concerns about trade tensions, investor pessimism, and economic uncertainty. History shows that market swings and negative sentiment often don’t reflect long-term investment outcomes.
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How Two Opposites and a Rebel Changed the Way We Think About Everything

January 30, 2025 | ,
Traditional economics assumes people make rational choices, but Tversky, Kahneman, and Thaler proved otherwise. Their work exposed the hidden biases shaping our decisions and revolutionized how we think about finance, investing, and human behavior.
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2025 Market Insights

December 19, 2024 |
2024 brought strong market gains, steady growth, and easing inflation. As 2025 approaches, navigating high valuations, political shifts, and rate changes calls for balance and discipline. Discover five key lessons to stay confident and prepared.
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