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Blog

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Steve Polaski | Jul 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Mother and daughter cooking and laughing
Steve Polaski | Jul 2, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Steve Polaski | Jul 2, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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