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Commentary

2023-5_What Is Financial Planning & How Is it Different From Investment Management_
Blog

What Is Financial Planning & How Is it Different From Investment Management?

By Jim Shellenberger, CFA, CFP® Financial professionals offer a range of services, from investment advice and management to financial planning and wealth management. Although these …

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2023-4_Don’t Be Caught Off Guard This Tax Season
Blog

Don’t Be Caught Off Guard This Tax Season: These Are the Most Overlooked Tax Deductions You Should Know

By Jim Shellenberger, CFA, CFP® Surprises are usually enjoyable—unless it’s time to file your taxes. For many people, tax season is a time of stress …

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Finance

Commentary March 2023

A brief overview of what happened to Silicon Valley Bank alongside a lesson we can all learn from their customers.

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How Can You Start Living Your Retirement Dream Now?
Blog

How Can You Start Living Your Retirement Dream Now?

By Jim Shellenberger, CFA, CFP® Working decades of your life to one day reach retirement is a goal most of us share. But we all …

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What I Wish I had Known When I Was Younger
Blog

What I Wish I Had Known About Money When I Was Younger

By Jim Shellenberger, CFA, CFP® Money is an essential part of our lives, yet many of us often don’t learn the fundamental principles of personal …

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Finance

Commentary January 2023

There are changes coming to retirement plans in 2023. Stay up to date with this quarter’s breakdown of what to expect for 2023.

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