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What is “Holistic” Financial Planning?
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
A Run on the Banks
For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of the largest, most storied financial institutions in the world — think Lehman Brothers,...
Recession 2023
As you probably know, there is a lot of uncertainty about our economy today. Many economists have discussed the possibility of a recession in the near future, and given the volatility in the markets, many investors see the possibility, too. The argument for a...
Halloween & The Market
As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted houses, festive costumes, and scary movies. Halloween is the only holiday that has the ability to both delight and fright. Costumed children gleefully celebrate their...
