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Blog

Adam Wright | Sep 10, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Adam Wright | Sep 3, 2024

Debunking Investment Myths

Geopolitical events and earnings reports drive long-term investment returns, right?  Think again. 
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Adam Wright | Sep 3, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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jack of diamonds playing card by Erik Mclean courtesy of Unsplash.
Adam Wright | Aug 29, 2024

Life Insurance for Your Parents

Insurance
Kyle Beckhusen
Life Insurance
Our Advisor Kyle Beckhusen was interviewed by MoneyGeek about the considerations you need to make if you're thinking about getting life insurance on your
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Adam Wright | Aug 27, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Adam Wright | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Ten key accounting calculator on a soft yellow desk
Adam Wright | Aug 13, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Digital art image of a business person looking through a large set of binoculars.
Adam Wright | Aug 6, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Presidential Election
Adam Wright | Jul 30, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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Close up portrait of child giving two thumbs up
Adam Wright | Jul 30, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Adam Wright | Jul 23, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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A man sitting on a bench watching a plane take off
Adam Wright | Jul 16, 2024

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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