Client Center

Financial Education

Investing 102: Understanding Our Investment Philosophy

Building on our discussion of basic financial concepts in “Investing 101”, the following reviews slightly more advanced concepts, which are […]

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Investing 101

Over the years, we have had many clients approach us to convey some insights or advice on savings and investment […]

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Big Changes that Home Buyers and Sellers Need to Know: A Conversation with Loan Officer Scott Hardy

PFS adviser Renee Sewall recently held a conversation with Scott Hardy (NMLS ID#: 186987), an experienced loan officer with American Security Mortgage […]

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How to Motivate Young Employees to Save For Retirement

Planning for retirement often takes a backseat for many young workers, much to the chagrin of their parents and employers.  […]

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The Basics of a Roth IRA

This article on the Money Geek website provides an overview of the features of Roth IRAs as well as the rules […]

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How Concerned Should I Be about Rising Inflation?

Inflation has been a frequent topic in the financial press over the past year, especially in the past two months […]

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