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Digital Thieves Are Hacking Brokerage Accounts: Is Your Money Safe? 

Charlie Wells, Annie Massa, & Sophie Alexander | Bloomberg | Oct 13th, 2020
Category: Education

Some Robinhood customers say their money was looted, suggesting online stock trading may be less secure than investors hoped. It feels as easy as it does safe.

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The Home Buyer's Dilemma: As Mortgage Rates Fall, House Prices Soar out of Reach 

Aly J. Yale | Money | Oct 13th, 2020
Category: Financial News

Kyle and Sara Sutton have been “looking aggressively” for a three- or four-bedroom, two-bath home in Grand Rapids, Mich. since April. Though they’ve

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PPP Loan Forgiveness: 5 Important Questions About Applications, Automatic Approvals, and Additional Relief 

Julia Glum | Money | Oct 6th, 2020
Category: Education

When the government announced the Paycheck Protection Program earlier this year, it said that pandemic-stricken business owners wouldn’t have to pay back funds

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An Early Withdrawal From Your 401(k): Understanding the Tax Consequences 

The Street | Oct 6th, 2020
Category: Education

If you're considering cashing out or taking a loan on your 401(k), here's a few things to know about the possible impacts on your taxes of an early withdrawal. If

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$104,400 is the average 401(k) balance, after market recovery. How does yours compare? 

Christy Bieber | USA Today | Sep 7th, 2020
Category: Education

401(k) accounts are a popular retirement plan because they provide generous tax breaks, they're easy to invest in, and many employers offer them. If you've

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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.