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Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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What Matters More? The Summit or the Sunrise?

A Hiker’s Financial Planning Lesson My wife and I were recently in the Phoenix area celebrating our wedding anniversary. If you know us, we love to be outdoors doing stuff…whether it is running, walking, biking, hiking, you name it. We were very excited to enjoy the Arizona weather and adve …

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

The journey to True Wealth is taken S.T.E.P. by S.T.E.P.

Service: As stewards of our clients’ financial well-being, we take our responsibility seriously and strive to always act in their best interest. We believe in educating our clients about their finances while empowering them to make informed decisions and pursue their goals.

Should I Invest or Pay Off Debt?

It’s an age-old debate: Should I invest or should I pay off debt with extra money in my budget? In this video, Wealth Advisor Ryan Ovenden explains the principles of debt and risk management, as well as providing examples for people on how to approach their financial futures.

Market Commentary: Stocks Can Go Lower, But We Expect Them to Rebound

It was bound to happen. Stocks finally lost ground last week, as the S&P 500 ended a five-week win streak and the NASDAQ fell for the first time in eight weeks. It is important to note that late June historically isn’t strong for stocks, and this weakness is not overly concerning after …

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