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Advisor Insight | Market Outlook August

The Fed’s rate cut on July 31st and support for further cuts if needed have recently moved the U.S. stock indices to their new highs; however, uncertainties are rising on multiple fronts. These issues include the trade tension with the world’s second largest economy, China, the aggravated military confrontation in the Middle East, the potentially...
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Advisor Insight | Now is the time for more diligent investment review

For many years in this business, we have done a great deal of work in making sure our investments have strong fundamentals. What this means is that before we choose an investment, we take time to investigate the company’s balance sheets, financial statements, business practices, and leadership strategies. Additionally, we review a company’s actions around...
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Investment Insights | Finance or Lease Your Next Car?

There are two things in life that I strongly urge all clients not to go cheap on: 1) Health insurance; and 2) Auto safety. For the second item, particularly for those of you in retirement, that means looking at new cars rather than used cars. Since the total cost of buying a new car can...
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1NW: Advisor Insight

As we have been warning for the past several months, the market volatility has picked up, and we do not see it decreasing any time soon. For over a year, we have been methodically reducing the risk levels in your portfolio to prepare for the oncoming storm. We are not panicking over market moves. We...
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Investment Insights | The 1NW Philanthropic Expertise

Why does experience with philanthropic planning and advising matter? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights | What distinguishes us from other advisors?

What distinguishes 1 North Wealth Services from other financial advisors? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights | What to Expect at Your First Meeting with Us

Learn what to expect at your first meeting with 1 North Wealth Services in this episode of Investment Insights with Margo Cook.
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Investment Insights | Active Investment

What does active investment management mean? Watch and learn in this episode of Investment Insights with Margo Cook.
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Investment Insights Women vs Men

Investment Insights | Women vs Men with Financial Behavior and Needs

Women and men have different needs and behaviors when it comes to their financial planning. Watch and learn on this episode of Investment Insights.
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Margo Cook Receives CFP Certification

1 North Wealth Services announced today that Margo Cook, an Investment Advisor, Financial Planner, CAP, CFRE, in the firm’s wealth management office in Annapolis, MD, has been awarded the Certified Financial Planner (CFP®) certification.
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