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Financial Focus

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Some Reasons to Give Thanks (yes, even in 2020) Thumbnail

Some Reasons to Give Thanks (yes, even in 2020)

As we approach the last several weeks of calendar year 2020, I thought it would be useful to put things in perspective by looking at some economic and demographic data that should paint matters in a more positive light than what we have gotten used to throughout 2020.

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Surge Capacity, Elections and Letter-shaped Recoveries Thumbnail

Surge Capacity, Elections and Letter-shaped Recoveries

Surge capacity is a term I was not all that familiar with until I heard it several times this past month. Essentially, surge capacity refers to the human tendency of being able to draw on a reserve of mental and physical energy in times of adversity and crisis.

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Understanding How Our Inherent Biases Impact Our Behavior Thumbnail

Understanding How Our Inherent Biases Impact Our Behavior

Knowing our inherent human biases may not protect us from murder hornets, locust swarms, or whatever else 2020 has to throw at us but at least it will allow us to be more aware of some of our natural limitations. With heightened awareness, we should, in theory, be able to put ourselves in a more advantageous position to make high-quality decisions.

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Six Common Financial Stress Triggers and How to Overcome Them Thumbnail

Six Common Financial Stress Triggers and How to Overcome Them

As companies continue to navigate the uncertainties that have come with the Coronavirus pandemic and employees figure out their often changing daily routine, financial stress triggers are bound to occur. We've identified six common financial stress triggers with ideas on how to overcome them.

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A Guide to Dividing Your Estate Unequally Thumbnail

A Guide to Dividing Your Estate Unequally

Dividing your estate among family can be complicated and, at times, challenging. Nevertheless, not having a will may lead to more complications and is ultimately irresponsible. Quite often, equally dividing assets among children makes the most sense. However, there may be some cases in which giving each child an equal inheritance might not be the best decision.

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Mid-Year Outlook Thumbnail

Mid-Year Outlook

With the first half of 2020 in the rearview mirror, this month’s commentary will have a forward-looking angle to it. The first half of the year was unlike anything we have seen. A pandemic swept across the globe, creating nearly unprecedented health concerns, not to mention massive dislocations in the labor markets and financial markets. As we try to make sense of what has happened, we look forward to what feels like even more uncertainty.

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