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Foreign holdings of US Treasuries increase in July, China holdings plunge 

Gertrude Chavez-Dreyfuss | Yahoo Finance | Sep 18th, 2023
Category: Financial News

Foreign holdings of U.S. Treasuries rose in July, data from the Treasury Department showed on Monday, rising for a second straight month despite an uncertain interest

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After your grief fades, what financial questions should you ask about your inheritance? 

Hunter Yarbrough | USA Today | Sep 18th, 2023
Category: Education

Inheriting money often comes with a mix of emotions – ranging from anxiety and grief to anticipation and gratitude. And sometimes, the suddenness of such an

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The Bond Market Has Never Sounded Recession Alarms for This Long 

Ye Xie | Yahoo Finance | Sep 14th, 2023
Category: Financial News

The US bond market hasn’t flashed recession warnings so consistently for so long in at least six decades. On Wall Street and in Washington, optimism may

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Is there a tax on student loan forgiveness? If you live in these states, the answer is yes. 

Medora Lee | USA TODAY | Sep 14th, 2023
Category: Education

Millions of Americans may not have to pay federal student loans anymore. But if you live in a state that has decided to tax forgiveness, you should prepare, experts

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Don't pay federal student loans? As pause lifts, experts warn against boycotting payments 

Medora Lee | USA TODAY | Aug 18th, 2023
Category: Education

Now that the Biden administration’s plan for student loan forgiveness has been overturned, many borrowers are considering taking matters into their own hands

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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.