Revealing the #1 Seductive Lie about Money

Posted by Jeff Thomas on December 21, 2020

“Money won’t make you happy…but everyone wants to find out for themselves.”—Zig Ziglar

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Stewarding Your Wealth

Posted by Leslie Adame on December 17, 2020
Beyond Investments

Your wealth goes beyond investments, it involves your family, your strategy and your legacy.


Greater wealth brings greater complexity. So how do you ensure you are intentionally stewarding your wealth? Here are some questions you should be...

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Thriving Family Principle: Estate planning and Disinheriting the IRS

Posted by Jeff Thomas on December 9, 2020

If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?

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November 2020 Stock Market Commentary

Posted by Ethan Pollard on December 4, 2020

Equity markets surged in November as investors turned their focus from a contentious election to optimism around the emerging COVID vaccines. The S&P 500 index advanced +11% in November and is up +14% heading into the last month of 2020. The +12% gain for the Dow...

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