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It Will Take 3 Years for the Global Economy to Recover—if Everything Goes Right 

Lisa Beilfuss | Barron’s | May 18th, 2020
Category: Education

As investors’ attention turns to recovery from reopening, some economists are warning that it may take up to three years for the global economy to get back

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Regulators ease restrictions on homeowners in coronavirus mortgage bailout program 

Diana Olick | CNBC | May 19th, 2020
Category: Financial News

Federal regulators have changed rules and cleared up some confusion about limits placed on the over 4 million borrowers in the mortgage relief program the government

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U.S. deficit balloons to $738 billion in April alone, a record in American history triggered by coronavirus impact 

Jeff Stein | Washington Post | May 12th, 2020
Category: Education

The federal budget deficit widened to a record $738 billion in April, as the government’s efforts to combat the coronavirus pandemic led to massive levels

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Prices are tumbling at an alarming rate 

Anneken Tappe | CNN Business | May 12th, 2020
Category: Financial News

Prices are tumbling in America as the coronavirus lockdown drags on and people spend less. US consumer prices declined for the second-straight month in April,

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US households had record debt when the coronavirus hit. Things are likely to get worse 

Anna Bahney | CNN Business | May 5th, 2020
Category: Financial News

Before the coronavirus pandemic spooked the stock markets, shook the economy and turned the financial lives of millions of people upside down, household debt in

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.