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What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Monthly Newsletters

What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

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Weekly Market Commentary – March 2, 2020

Market Commentary

Weekly Market Commentary – March 2, 2020

Last week, investors moved from a “reality check” to a “gut check” as the selloff from the previous week accelerated sharply. The coronavirus continued to expand rapidly in South Korea, Italy, and Iran. Even though China’s number of new cases continues to drop, the virus keeps producing new cases in additional countries, including the U.S. The data underscores the steps being taken to limit the spread, but the virus has been difficult to contain.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

Blog

Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

Blog

Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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Weekly Market Commentary – February 24, 2020

Market Commentary

Weekly Market Commentary – February 24, 2020

The coronavirus continues to challenge health care officials and curtail economic activity. The virus seems to be spreading more slowly within China, and there are reports workers are slowly returning to their jobs or working remotely. Cases in South Korea and Italy shot higher, while Iran reported a high percentage of fatalities relative to a limited number of cases.

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Weekly Market Commentary – February 18, 2020

Market Commentary

Weekly Market Commentary – February 18, 2020

The coronavirus, dubbed COVID-19, continues to threaten lives, communities, and the global economy. The number of cases keeps climbing, although the Chinese revised the definition of who has been diagnosed with the virus. There were signs the spread of the virus is slowing, but the revised definition makes it more difficult to analyze, and health and economic risks remain.

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How a Donor-Advised Fund Can Help Your Charitable Giving

Blog

How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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Quarterly Market Outlook: Q1 2020

Videos

Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Weekly Market Commentary – February 10, 2020

Market Commentary

Weekly Market Commentary – February 10, 2020

The coronavirus showed some signs of slowing the pace of its expansion even as the number of fatalities surpassed the SARS crisis. Efforts to contain the virus are shrinking consumption in China and affecting diverse industries, such as auto manufacturing, oil, and luxury goods.

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Financial Caregiving for Those With Alzheimer’s and Dementia

Monthly Newsletters

Financial Caregiving for Those With Alzheimer’s and Dementia

On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.

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