The 7 Habits of Highly Effective People by Stephen Covey has had a big impact on my life over the years. I am re-reading it now with a group of guys and loving it. The first habit is Be Proactive! Here is a quick comparison of proactive vs. reactive to clarify its meaning. PROACTIVE REACTIVE…

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We are excited and humbled to share that we were selected by investor.com as one of the Best Financial Advisor Firms Serving Everyday Americans! The investor.com Annual Awards were created to recognize the best financial advisor firms, credit cards, banking services, and stock trading tools in the U.S. Their experts spent more than 6 months…

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Melinda posted a very inspirational piece last week on resolving to challenge yourself for your 2024 goals. And I hope our clients are motivated to do achieve something great in 2024! My resolution story, sadly, is not about greatness, although I feel it is a challenge for me. My personal weakness recently is sugar. I…

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It’s that time of year again! Surrounded by delicious holiday leftovers, generous gifts unwrapped and a little extra down time, we can pause and reflect on the new chapter that will unfold in 2024.  Have you made resolutions in the past that have fallen short of their goals? Who hasn’t? Yet this season of holiday…

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On the way to my daughter’s softball lesson last night, we were talking about her long term goals as a player. We talked about all the seemingly little and often hidden tasks that add up to the end result we want. When we watch someone who is good at any sport, we are seeing the…

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Gratitude is a word we all hear in November. We are so grateful for family and friends and the ability to come together to celebrate the holidays. We are grateful for our health and jobs, our hobbies and relationships. The list is endless of what we are grateful for, but did you know that the…

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My dad has a wonderful saying that your “sphere of concern and your sphere of influence” should be the same size. When outside forces knock you off track or sideline you with fear, uncertainty or worry, it helps to control the controllable factors in your life. Worried about the market? A consistent dollar cost averaging…

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