The Hidden Cost of DIY Investing

Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: peace of mind. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves […]

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Retirement is About Experiences, Not Purchases

Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can […]

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5 Common Money Arguments

Money can be a sensitive topic for couples—even those who typically communicate well. Over the years, we’ve observed a variety of financial disagreements and we’ve noticed a few common themes. Understanding these frequent arguments can help you navigate your financial relationship with greater ease and harmony. 1. Supporting Adult Children It’s natural to want the […]

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How Do ETFs Work?

Exchange-Traded Funds (ETFs) can offer a great mix of diversification, flexibility, and cost efficiency. Used by both institutional and individual investors, they have become a staple in portfolios, blending the best aspects of stocks and mutual funds to create a powerful investment vehicle. But what exactly are ETFs, and how do they work? 1. ETFs […]

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The Pros and Cons of Investing in High-End Watches

Luxury watches have long been a status symbol, but in recent years, they’ve also become a popular investment. While some collectors have made impressive returns, smart investing takes patience, research, and a clear strategy. Let’s look at some of the pros and cons of investing in watches.  Pro: Strong Potential for Value Growth Luxury watches […]

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Teach Children About Money

Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save,

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Lessons in Buyer’s Remorse

We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intenWe’ve all been there—you

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Get Artsy in Retirement

Retirement marks a new chapter, offering the perfect opportunity to explore passions that may have been set aside during earlier life stages. Engaging in the

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