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6 Steps to Prepare Your Finances for an Impending Recession

Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 - June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.

Man with armor protecting himself from a downturn in the stock
BlogInvestment Strategies

Tales from the Crypto

This post was written by Bob Keane, CFP® – Financial Advisor I am sure we are like most financial advisors in that we are fielding more calls from clients regarding “investments” in crypto “currency.” I put quotation marks around these words intentionally because...

Cartoon showing bit coin and a stack of coins behind