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A Mother's View

Moms are amazing, each one in their own unique way. I’ve been racking my brain to come up with a way to honor moms that’s also unique and truly gives them the appreciation they deserve. To help me get in the right frame of mind I surveyed some of the moms in my life to find out what they think about being a mom.

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E+R=O, a Formula for Success

AN ENDURING INVESTMENT PHILOSOPHY Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as David Booth, founder Dimensional Fund Advisors, says, it is important to have an investment philosophy you can stick with, one that can help you stay the course.

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8 Things to Know About the USA-China Trade Dispute

The headlines are filled with rumors of a trade war between the United States and China. You’ve probably heard by now that both nations have announced tariffs on many of each other’s goods. This has many economists concerned about a trade war. A trade war, in case you’re not familiar with the term, is “an economic conflict in which countries impose import restrictions on each other in order to harm each other’s trade.”

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Welcome to Blueleaf

Instructions for first time client set-up. Click the link to view the video.

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The History of The National Cherry Blossom Festival

If you’re like most people, you have a personal “bucket list” of things you want to do during your life. I’d like to recommend adding another item to the list. Every year around March, thousands of people journey to Washington, D.C. to enjoy the National Cherry Blossom Festival. If you’ve ever seen these trees in bloom, you know what a breathtaking spectacle they are. While we often associate our capital with the dreary grind of politics, for a few weeks every year, the city becomes festooned...

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Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once they do decide, they often find themselves lost at sea in the wrong boat with inadequate provisions.

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Improving Your Financial Health-Part 1

Over the next few months, I will be blogging you three letters of the “Improving Financial Health” series about retirement planning. This is Part 1 which covers a very important misconception that many investors have that: ​Market Averages Matter​. I believe your understanding of the concepts discussed may be vital to whether you are comfortable in retirement.

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Tariffs and Trade

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs. On Thursday, March 1, President Trump announced a new plan to institute a 25% tariff on steel imports and a 10% tariff on aluminum.1 Like so many things these days, the response was radically different depending on who you talk to. More on that in a moment.

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TOP 10 WAYS to Prepare for Retirement

Financial security in retirement doesn’t just happen … It takes planning, commitment, and yes, money.

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Shakespeare on Finance- Part Six

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a series of letters called: Shakespeare on Finance Shakespeare never actually wrote about finance, of course. But as we’ve seen, many of his most memorable lines contain important financial lessons. This month, we’re going to end this series with a quote from perhaps the Bard’s greatest play of all: Hamlet. Quote #6:

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