Podcast: Preventing Elder Financial Abuse

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” saved_tabs=”all” background_layout=”light” text_orientation=”left” text_font=”Arial||||” text_font_size=”20″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_line_height=”1.8″] Elder financial abuse is a growing problem in America.  There are some steps you can take to prevent people from taking advantage of you.  In this episode of Your Money: One on One we talk about some of the things you can do […]

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3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. https://youtu.be/zUUOyv8u7Rc Below is a “mini” version of our popular asset allocation quilt which details the results for various asset classes for the first three quarters, and year to date. […]

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