Client Articles
October 14, 2025
Government Shutdowns and Your Investments: What Really Matters (and What Doesn’t)
Government shutdowns may grab headlines, but history shows they rarely derail long-term portfolios—making perspective and patience your best …
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August 14, 2023
Navigating the Maze of Financial Decisions: The Fascinating World of Behavioral Finance
Written by Victoria Bogner, CFP®, CFA®, AIF® When it comes to financial planning, understanding the human psyche is as crucial as grasping complex …
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August 07, 2023
Safeguard Your Credit for Free: Unleashing the Power of Credit Freezing and Fraud Alerts
Written by Victoria Bogner, CFP®, CFA®, AIF® Protecting your credit has never been more important in today's rapidly evolving digital landscape. The …
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