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A Dark Corner

I love everything about social media. From how it keeps us connected to our family and friends to the sharing of GIFs and memes. My obsession with social media started back in college when I became an early adopter of an online application called Facebook. It was clever little tool used by us “pre-Millennials” to[…]

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Clips from Cheddar (Birthday Edition)

Hanging out on the floor of the NYSE with the Cheddar crew is not a bad way to spend your Halloween birthday. Speaking of holidays and celebrations, I was able to give some evergreen advice on holiday spending and, well, spending in general. This is at least 70% of personal finance in 5 minutes. Ready[…]

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Growing Up Boca

Nobody grows up in Boca Raton. You move down from New York, grow old and eventually kick the bucket in the mouth of the rat. The locals have been known to jokingly call the renown retirement community “God’s Waiting Room”. Boca is a palm tree laden paradise where you can enjoy the rest of your[…]

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Stop Asking for Referrals

You’ve seen it. Heck, you’ve probably done it at some point. I know I did. It’s that little line at the bottom of your footer or on the back of your business card. For me it read, “There is no greater compliment than a referral from a satisfied client.” It’s the equivalent of rocking a belt[…]

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Infographic – When Should I Refinance My Student Loans?

If you are a Millennial asking, “Should I refinance my student loans?” look no further. The infographic below will help guide you in this decision-making process. The first question is whether or not you are finished with school. If you aren’t done, you are likely not ready to refinance. If you are, then you need[…]

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Dow Up 540+ Points Twitter Recap

They’re not fat! They’re festively plump! Dow soars 450 points as investors cheer fat corporate profits https://t.co/uyTntcKxeo pic.twitter.com/U44ztBcVXs — CNN Business (@CNNBusiness) October 16, 2018   Yup. Might as well be September 17, 2018! Crazy how quickly the tone re: the market has changed in less than a week. — Justin Castelli (@jus10castelli) October 16,[…]

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Why Worry About the Market When You Can Worry About Everything Else?

Last week was a tough one for the markets, but any financial planner worth their fee knows that pull-backs, corrections and recessions are all part of the long game. However, even we planners are not completely absolved of the emotional impact market volatility can cause (we feel it too), but good planners are well disciplined[…]

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Dow Down 800+ Twitter Recap

Dom made the call at 10:04am. Man…it’s gonna be one of those days… — Dominic Chu (@TheDomino) October 10, 2018   And now we’re all seeing red. The market today in one picture. 😳https://t.co/EgQ3CB4ooX — StockTwits (@StockTwits) October 10, 2018   I guess everyone’s a cynic. 831 points closer to the bottom. — Morgan Housel[…]