Frequently Asked Questions about Estate Planning for Digital Assets

Written by Heather N. Locklar on September 7, 2021

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Quick Tips to the Sizzling Housing Market

Written by Drew Gearhart on July 12, 2021

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Second Quarter Market Update: Up, Up and Away!

Written by Joshua Miller on July 12, 2021

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Why Were Lumber Prices Skyrocketing (And When Can We Expect Them To Return To Normal?)

Written by Barry Prim on July 12, 2021

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First Quarter Market Update: Memorable Moments and Positive Momentum

Written by John Cox on April 9, 2021

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Tip for Investors: Considerations for Investment Planning

Written by David Foreman on April 9, 2021

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Why is it Important to Keep Your Portfolio Invested?

Written by Drew Gearhart on April 9, 2021

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Protecting Your Older Loved Ones Against Financial Scams

Written by Melanie Nichols on March 12, 2021

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Tip for Investors: Controlling What You Can When Things Feel Out of Control

Written by Gavin P. Gillison, CFP® on January 6, 2021

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What Causes the Business Cycle?

Written by Joshua G. Miller, CPA, CFA, CIPM on January 6, 2021

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Fourth Quarter Market Update: The Far-Reaching Impact of COVID-19

Written by John B. Cox, CFA, CAIA on January 6, 2021

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Three Charitable Giving Strategies for Year-End Giving in 2020

Written by Evan B. Crouse and Jeffrey P. Helms, CPA, CFP® on November 16, 2020

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Medicare: Review Your Coverage to Avoid a Costly Mistake

Written by Ashley Tucker on October 19, 2020

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Two Estate Planning Mistakes and Tips for Avoiding Them [Plus Real-Life Examples]

Written by Barry Prim, MBA on October 19, 2020

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Third Quarter Market Update, Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward

Written by John B. Cox, CFA, CAIA on October 12, 2020

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Don’t Let Short-term Circumstances Impact Long-term Planning

Written by Joseph R. McNair, CFP®, JD, CPA on October 12, 2020

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