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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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The 5 Phases of Pre-Retirement

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The 5 Phases of Pre-Retirement

By Josh Nelson, Wealth Advisor Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can help ensure that you are ready to retire when the day comes.

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7 Year-End Planning Tips from a Wealth Planner

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed.

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Don’t Miss These 7 End-of-Year Financial Planning Tips

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Don’t Miss These 7 End-of-Year Financial Planning Tips

By Josh Nelson, Wealth Advisor The end of the year is quickly closing in, and there is nobetter time than now to take inventory of your financial situation. Evaluating,budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful.

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Thank you!

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Thank you!

By: Josh Nelson We’ve had so many referrals from our clients this year, so I wanted to take a moment to tell you how grateful we are for all of you and the people you’ve introduced to us!

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The 4 Pitfalls of No Plan

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being.

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Top 5 Apps to Save You Money

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Top 5 Apps to Save You Money

Top 5 Apps to Save You Money By Josh Nelson, Wealth Advisor The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending and avoid late payments. Here are our top five recommendations:

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Improving The Traditionally Allocated Portfolio

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction.

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3 Reasons Why Robots Won’t Replace Financial Advisors

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3 Reasons Why Robots Won’t Replace Financial Advisors

3 Reasons Why Robots Won’t Replace Financial Advisors By Josh Nelson, Wealth Advisor Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from providing the essential qualities and services characteristic of traditional financial advisors. When you look more closely at the differences between the two, it seems obvious that robo-advisors could never truly replace human financial advisors.

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4 Simple Steps to Creating an Estate Plan

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4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too.

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