Bitter Sweet
Life insurance awareness month is upon us! This newsletter introduces some key benefits to consider when it comes to...
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Financial Wellness
Financial wellness is a popular term in our industry. Nate breaks down the meaning, how it's evolved over the years, and...
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MicroStrategy’s Macro Strategy - How Strategy© Uses Wall Street to Stack Bitcoin
Microstrategy changed their name to “Strategy©” but the title of the post was too good to pass up. Disclaimer: I...
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Fixing Goal Posts, P/E and Bitcoin as a Neutral Reserve Asset
This newsletter discusses the importance of setting and sticking to your investment strategy. We also explain price to...
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Why Bitcoin Takes Pressure Off the US Dollar: The Case for Neutral Reserve Assets
On Friday 6/25/2025, Donald Trump further indicated that increased adoption in Bitcoin has a stated advantage for the...
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10 Common Financial Questions & Answers
From creating a budget to saving for long term (retirement) and short term (emergencies) use, you've got questions, and...
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The Ins and Outs of Estate Planning Estate
Estate planning is one of those tasks many people tend to put off, even though they know how important it is. In this...
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Minor Roths, Control Anxiety and Garden Tips
This month's newsletter focuses on the benefits of Roth IRAs for minor children. If you're interested in learning more...
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Risk Models Explained
In our most recent newsletter, the team shares the secret to building an investment strategy that works for you. They...
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Hillsdale High School 2025 Scholarship
Our 2025 Hillsdale High School senior award applications have closed. We look forward to helping deserving HHS students...
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Top 5 Insurance Conversations Every Business Owner Should Have
An annual review of business insurance policies can identify any gaps and coverage needed as your business changes and...
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Social Security and its Uncertainty
This blog discusses the U.S. Social Security program and recent concern surrounding its value for the retirement funding...
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