Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

News

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Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

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Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

It’s hard, and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder, which is why we usually don’t do so. However, it’s worth commenting on the recent banking turmoil, and how this applies to your investments to aide in rational decision-making.

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Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

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Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

SVB Financial Group's struggles are an example of the challenges faced by the broader financial sector as a result of the Federal Reserve's hawkish stance. In case you have questions about what this means and your portfolio exposure, read on.

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Back to the Investment Basics | Part 1: Remembering Summers Past

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Back to the Investment Basics | Part 1: Remembering Summers Past

In the face of today’s challenges and tomorrow’s unknowns, we advise looking past recent trends, and focusing instead on a handful of investment basics that have stood the test of time.

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Update to Ukraine, Remaining in the Market and Diversification

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Update to Ukraine, Remaining in the Market and Diversification

We continue to see this war rage on, taking the inevitable, somewhat random, and horrible path that wars always do. But, because we're advisors, we want to take a step back and illustrate how being "in the market" and being diversified is very important, even (and especially) during volatile times.

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor.

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