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Who has to file a tax return: It's not necessary for everyone. Here are the rules. 

Medora Lee | USA TODAY | Feb 6th, 2023
Category: Education

Not everyone is required to file taxes, but most Americans are and likely will file taxes. Of the 176.2 million individuals and married couples who could file

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Archvest Advantage Q4 2022 Newsletter 

Archvest Wealth Advisors | Jan 2nd, 2023
Category: Archvest Newsletters

2022 Recap 2022 was a rough year for asset classes across the board. US equities as measured by the S&P 500 ended the year -18.1% and international equities

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Vanguard Predicts Stock Returns — You're Not Going To Like Them 

Matt Krantz | Investor's Business Daily | Jan 25th, 2023
Category: Financial News

Vanguard investors are famous for staying invested — and accepting the market's and S&P 500's long-term returns. But if Vanguard's predictions

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Stranded college savings plan can soon be rescued. New law lets 529 dollars roll into retirement 

Medora Lee | USA TODAY | Jan 11th, 2023
Category: Education

Kids change their minds a lot, so it’s understandable parents might be nervous to lock away money in a college savings plan. After all, what if your child

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As job switchers chase higher wages, they may be leaving money behind. Here's what to know 

Medora Lee | USA TODAY | Jan 5th, 2023
Category: Financial News

During the pandemic, record numbers of people changed jobs. That heightens the risk that millions of people forgot to bring their retirement savings with them. The

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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.