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Insights

Coping with a Crisis (25:50)

Coping with a Crisis (25:50)

April 2, 2020
Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control...
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COVID Stimulus Package: Notes for Business Owners

COVID Stimulus Package: Notes for Business Owners

April 1, 2020
With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Coronavirus Update with Dr. Chris Jenson (23:54)

Coronavirus Update with Dr. Chris Jenson (23:54)

March 17, 2020
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris...
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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman

March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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Coronavirus Infecting the Market? (22:19)

Coronavirus Infecting the Market? (22:19)

March 9, 2020
With drops in the markets over the last two weeks and the spread of the coronavirus, you may have...
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Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

March 9, 2020
It is critical to employ poise and perspective in corrections such as the one underway. We expect continued volatility...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline

March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Common Tax Errors

Common Tax Errors

March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Understanding Your Long-term Care Options

Understanding Your Long-term Care Options

March 2, 2020
Q: What long-term care options are out there? A:  There are many long-term care options available for you...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#142

Never Pay Full Price for College

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August 8, 2024
#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
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