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4 reasons investors still need to keep an emergency fund 

Sam Swenson | USA Today | Oct 15th, 2021
Category: Education

Many people cite staggeringly low interest rates as a reason to skip an emergency fund. Others cite the threat of continuous inflationary pressure. Regardless, it's

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Foreclosures are surging now that Covid mortgage bailouts are ending, but they’re still at low levels 

Diana Olick | CNBC | Oct 14th, 2021
Category: Education

Pandemic-related mortgage bailouts are ending, and foreclosures are now rising. Foreclosure starts jumped 32% in the third quarter of this year from the second

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Pandemic has disrupted retirement plans for 35% of Americans, study finds 

Lorie Konish | CNBC | Oct 12th, 2021
Category: Financial News

Covid-19 has been a financial boon or bust for workers, depending on their personal situations. Now, those effects are changing when many Americans say they

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Chinese Luxury Developer Fantasia Fails to Repay $206 Million U.S. Dollar Bond 

Anniek Bao, Serena Ng and Frances Yoon | WSJ | Oct 5th, 2021
Category: Financial News

Fantasia Holdings Group Co., a developer of luxury apartments in China, said it didn’t make a $206 million U.S. dollar bond payment that was due Oct. 4, adding

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Fannie Mae: High prices, construction delays, low inventory will dog housing market into 2022 

Marc Rapport | USA Today | Sep 24th, 2021
Category: Financial News

Fannie Mae says it expects U.S. home sales to end 2021 a bit higher than they were the year before and the multiple economic effects of the coronavirus pandemic

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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.