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CONSIDERATIONS FOR HELPING OTHERS & YOURSELF THROUGH THIS CURRENT TROUBLING TIME

Here are some considerations for how you can help others and yourself as we get through this tough time.
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YIELD CURVE INVERSIONS & PREMATURE RECESSION ANXIETY

Watching the news these days has kept all of us up at night with all sorts of anxieties. We are doing all we can to keep your portfolio and you safe.
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APPLYING FOR MEDICARE AND SOCIAL SECURITY

Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular security or financial market.
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Market Update: February 4th, 2022

The month of January was certainly a rough start for the stock market and global economy. From the very tense situation in Ukraine to the lingering effects of COVID in the markets and the real-life evidence of inflation, the stock market is currently in correction* territory.
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Advisor Insight | The Importance of Communicating Your Estate Wishes With Your Heirs

If the last long year or so has done anything, it has given us time to think about the reality of getting older and how the coming years or end of same will be felt and handled by our spouses, children, and heirs.
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1 North Wealth Services Promotes Margo Cook to Partner

Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular security or financial market.
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Advisor Insight | For Every Buyer There Needs to be a Seller

The function of the market is a rather simple concept. If the market goes up, there are more buyers than sellers. If the market goes down, there are more sellers than buyers.
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Advisor Insight | 2020: The Year of Records

“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please read. Chances are the financial spouse is handing this article to you…
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