TheLiveBigWay® Digest

Portfolio Review, Part Deux: On Bonds We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios...
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Planning Your Digital Legacy Today we bring you the third and final installment of our Digital Estate Planning mini-series. Just as you plan for your physical and financial assets with your estate plan, it's important to have a plan for your digital assets (like your...
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With full hearts and bellies, we use this special Black Friday edition of the Digest to highlight and reflect on a few of the things we're grateful for – especially YOU! We hope you had a peaceful Thanksgiving holiday, and we wish you a restful...
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A Concise History of the Financial Planning Profession This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession - its size, its standards, and its reputation - has evolved significantly over the years, and many CFP® Professionals, including...
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