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Don't be a worry wart

Published: January 25, 2016 4:10:28 pm 2422 Views

Surprisingly, stocks have had the worst start to the year EVER. Unfortunately, that makes people scared. This article cites Google Trends statistics that the phrase "sell stocks" is the most popular internet search since 2008 (the year of our most recent financial crisis). While we can give people a...

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Fear Itself

Published: January 19, 2016 2:56:03 pm 2480 Views

"The stock market is a device for transferring money from the impatient to the patient." - Warren BuffetHardly has there been a more inglorious start for the markets than this. With the S&P 500 down 8% in two weeks, anxious would be a euphemism. But for the dates displayed on the front of newspa...

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Tips for Financial Security

Published: January 12, 2016 9:46:18 am 2574 Views

Financial security can be like swimming toward the horizon if you do not create a plan and stick to it. Working with an advisor to create your own plan can help to create a sense of ownership over your financial future. It is very easy to allow "life" to get in the way of planning but if you can keep your focus you will be much happier in the long term.

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Nothing Worked

Published: January 7, 2016 9:41:28 am 2628 Views

"We've long felt that the only value of stock forecasters is to make fortune tellers look good." - Warren BuffetIt's safe to say that a majority of investors were not celebrating their portfolios this past holiday season. With the Dow Jones Industrial Average down 2.23%, the S&P 500 down 0.7%, a...

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Not Just for Year End

Published: December 17, 2015 11:15:03 am 2335 Views

As 2015 comes to a close there are so many things to do! There are gifts to wrap, meals to cook, cookies to bake, bonuses to earn, and perhaps some tips to take to improve your portfolio. Many advisors provide an annual review and make suggestions on how to improve performance and potentially gain t...

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Local Acquisitions

Published: December 3, 2015 9:23:33 am 2508 Views

In the world of business there is always possibility that a company may purchase or merge with another. This week Five Star Bank's parent company, Financial Institutions Inc., announced the purchase of Courier Capital for $9 million. Courier Capital is an advisory and wealth management firm with loc...

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Life Insurance: How much do you really need?

Published: November 16, 2015 1:23:44 pm 2336 Views

If something were to happen to you, would your family have enough life insurance to continue living the way they do today? Some experts say many families need 70%-90% of their current gross income1 if something were to happen to the breadwinner. While a sobering topic, it is very important and can h...

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How to Monetize Your Heirlooms

Published: November 3, 2015 1:33:09 pm 2475 Views

What are you going to do with all your "stuff" when you retire? Years of furniture, souvenirs, great deals, and collections add up over time.As you get closer to retirement, it is smart and efficient to develop a strategy for your belongings. Whether you're planning to downsize, want to see your chi...

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When a Loved One Dies

Published: October 29, 2015 9:04:03 am 2500 Views

Many of us have seen families, maybe our own, go through transitions where you may be caring for your children as well as your aging parents. This burden not only impacts the family emotionally but also financially. Many adult children are faced with challenging situations of affording and organizin...

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Do You Have Aging Parents? It's Time to Talk

Published: October 13, 2015 1:04:08 pm 2505 Views

You are not alone if the thought of asking your aging parents about the way they handle their household finances--or how they'd feel about moving to a nursing home fills you with anxiety. However, you can't afford to delay this conversation. As your parents get older, it's important to sit down with...

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