Category: Blog

Career Coaching

Hitting the Bulls-eye!

Just last week, one of my clients, Pamela – a writer/editor in her mid-twenties — hit the bulls-eye, – the ...
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BlogNews

Bell Breaking News: Matt King’s family member hosts President Obama

Our Chief Investment Officer Matt King’s father in-law, Joe Del Bosque, gave President Obama a tour of his ranch to ...
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Finance

How Do You Like Risk?

With the S&P 500 Index dropping 3.5% in the first month of 2014, this is a good time to think ...
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FinanceMarket Analysis

Market Analysis Video – January 2014

The New Year brought volatility back to the stock market. The S&P 500 fell -3.5% while foreign stocks, as measured ...
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FinanceWomen's Roundtable

Taking Charge of Your Financial Future

We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really ...
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Career Coaching

How to Follow Your Passion (when you don’t know what it is)

Most people have heard by now about how important it is for them to find their passion, work with passion, ...
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FinanceMarket Analysis

Market Analysis Video – December 2013

Happy New Year! December wrapped up the year positively for equities worldwide. The S&P 500 Index rose 2.5% during the ...
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FinanceMarket Analysis

Market Analysis Video – August 2013

Stocks pulled back in August. The S&P 500 Index lost -2.9% while the foreign stocks of the MSCI EAFE Index ...
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Finance

2013 Tax Planning and Year-End Tips (Part 2 of 2)

Are you retired, taking distributions from your retirement accounts, or considering gifting money or assets to a family member or ...
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