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Musings on recent news, helpful educational tidbits and noteworthy movements in the markets.

latest news
Insurance Services

When Do I Need to Hire a Financial Advisor?

By

Brett Pechersky

|

April 27, 2021

To save you some reading: the sooner the better. Life, however, is not that simple, and there are many ways in which your financial situation differs from that of your neighbor, your best friend, your boss or your employees.

Financial Planning

Top Online Personal Finance Courses

By

Brett Pechersky

|

May 28, 2020

As we mentioned in our blog, Why Take a Personal Finance Course, taking a class to get a foundational knowledge in money management can really make a difference. Not only can it positively impact your long term savings, but it can make you more confident in your abilities to decide when—and when not—to buy something a little frivolous.

Financial Planning

Why Take a Personal Finance Course?

By

Brett Pechersky

|

May 28, 2020

As the single driving force behind what moves the economy, and on a greater scale, the world, money is one of the most important things humans have ever created. Trading it, borrowing it, losing it or building it are central to our existence whether we like it or not. And the more you know about how the systems of money work and interact with one another, the more well-equipped you will be to plan for your and your family’s future. 

Wealth Management

The Best Finance Books

By

Brett Pechersky

|

May 11, 2020

Everyone learns at a different pace, and through different means, and not everyone has the time or inclination to take a class. That structure might not be the best for you or your schedule, so we’ve made a list of suggested books for investors of all experience levels. Most are available digitally, and many of them as audio books, so you can read them on your lunch break or listen to them during your commute. 

Wealth Management

Your Personal Finance To-Do List

By

Brett Pechersky

|

May 6, 2020

The new year can feel like a fresh start, a new decade even more so. January sees gym memberships swell, work fridges stuffed with the brand new tupperware of well intentioned meal-preppers and office talk about how maybe, this year, things will be different.

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