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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please contact your financial advisor with questions. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52
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Client Letter | Outlook 2023: Finding Balance | December 6, 2022

James Hendries

Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. Please contact your financial advisor with questions. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52
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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

Market volatility and negative sentiment can make it harder to make investing decisions, but we believe the surest path forward remains sound financial advice from experienced and dedicated professionals. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Clients 52
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Gratitude: Good For The Soul, Good For Your Wallet

Zoe Financial

Here are five ways gratitude can impact your financial well-being. This common term refers to spending on things you don’t need to feel better when you’re down. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. A recent survey of 2,000 U.S.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. What does a Certified Financial Planner do? The next step is to gather relevant industry experience.

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Are You In A Financially Abusive Relationship? Key Actions To Take

Clever Girl Finance

What is a financially abusive relationship? Financial or economic abuse is a lesser-known type of domestic violence that affects millions of women every day. Financial abuse refers to an abuser’s ability to use money and economic well-being to control, manipulate, and dominate their victim. Marriage license.