BNN Interviews Liz for The Close

BNN Interviews Liz for The Close

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and investor’s efforts to balance risk and more upside. According to Liz, any number of current risks could launch a correction, but as long as the economy

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Three Tips to Discuss Money with Adult Children

Three Tips to Discuss Money with Adult Children

It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with your adult children? We all hope that our financial values have been passed down, but it is difficult sometimes to discuss personal finances with adult

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We Live by Our Values to Best Serve Clients

We Live by Our Values to Best Serve Clients

The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial advisor can be invaluable to you today. The financial professional of years ago was usually a commissioned broker who helped you with an investment portfolio

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Don’t be Scared of Your Financial Future

Don’t be Scared of Your Financial Future

Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future. It’s a fact that saving for retirement, setting priorities and managing your spending isn’t easy. While developing smart financial habits takes time and effort, the best

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