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Education Center

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Joshua Dunlop | Sep 15, 2023

Making Financial Decisions During Major Life Transitions: A Comprehensive Guide

Learn how to make financial decisions during major life transitions with our comprehensive guide. Understand the impact of marriage, parenthood, unemployment
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Parent reading a book to their newborn child
Joshua Dunlop | Feb 15, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Joshua Dunlop | Jan 6, 2023

5 Reasons Why You Should Partner with A Financial Planner for Your Divorce

Divorce
Divorce is so huge and messy, it's hard not to just let it happen to you and take it as it comes. A financial planner can help facilitate a more supportive
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Joshua Dunlop | Nov 8, 2022

When is There Too Much Risk in Your Portfolio?

Investing
Risk Management
When it comes to constructing a solid portfolio, don’t worry about managing performance, worry about managing risk.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Joshua Dunlop | Nov 2, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Joshua Dunlop | Nov 2, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Asset Allocation and Risk Allocation
NewMaker Financial | Aug 1, 2022

Asset Allocation and Risk Allocation

Investments
Risk Management
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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