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Blog

Scott Beasley | Jun 25, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Scott Beasley | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Scott Beasley | Jun 11, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Scott Beasley | Jun 4, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Scott Beasley | May 28, 2025

U.S. Credit Downgrade: What Savers and Investors Should Know

Investments
Finance
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
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Scott Beasley | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Scott Beasley | May 14, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Scott Beasley | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Scott Beasley | Apr 30, 2025

The patience premium: What market history teaches us

Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors
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Scott Beasley | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Scott Beasley | Apr 16, 2025

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Scott Beasley | Apr 9, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
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