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How Cognitive Biases Impact Your Financial Future: Ten Common Mental Traps to Avoid
Introduction Your financial future isn't just determined by how much you earn or how markets perform—it's profoundly shaped by the...
Steve Martin
Jun 24, 20258 min read


117 Things We Do for Our Clients Number 32 -Provide a Financial Shield Between You and the Often-Alarming Media
Image by Gerd Altmann from Pixabay We create a protective barrier between you and the constant stream of alarming financial headlines....
Steve Martin
Jun 12, 20251 min read


Kick-start Your Child's Financial Journey with Roth IRAs
Financial considerations for a child’s summer job or internship Summer break is here, and many young people will be working at a summer...
Steve Martin
Jun 3, 20253 min read


When Markets Turn Sour: Finding Financial Sweetness in the Midst of Turmoil
Image from Freepik Have you ever noticed how our most profound lessons often come wrapped in the most unappealing packages? That...
Steve Martin
Apr 7, 20253 min read
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