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Client Resources

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The Client Library

is filled with multitudes of articles on multitudes of topics. From "what's a 401k?" to "What steps can I take to actually retire?", find the answers you need, then meet with staff to help make it happen.

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Loss of Income, the Paycheck Protection Program, and the Stimulus Package: A Guide for Small Business Owners

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. On March 27, 2020, President Donald Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law, allocating funding to support the U.S. economy and workers through the coronavirus outbreak.

Investing Money Lifestyle
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How to Make the Most of a Messy Market

... perhaps you should take the advice of some of the world’s savviest investors and turn away from the stock ticker for the rest of the day. You may be envisioning dollar signs flying out of your wallet and you want to get on the phone and sell. You may even see an opportunity to buy. However, most market gurus will say that if you have a wise strategy in place, it's typically best to stay the course.

Retirement Funding Insights Money Lifestyle
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Market Volatility: Stay the Course

The current volatility of the stock market seems daunting and can cause some tension. While the shake-ups in the market is certainly cause for pause, it is important to keep perspective. Investment decisions should be based on sound principles, and good information rather than out of worry. We keep an eye on the long term, and encourage you to do the same!

Investing Retirement Funding Money
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