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SPOTTED IN THE NEWS

Couple speaking with advisor

8 November, 2024

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your o

Senior citizen reviewing documents

21 August, 2024

It's time in the market that matters most

Over the past few years, investors had plenty of reasons to pause on putting their money into the markets. Ultimately, those who stayed invested in the markets throu

Letter from Corrado Tiralongo

7 August, 2024

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent

18 July, 2024

Insights in 5: Data Will Drive Economic Policy Forward

In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the se

 

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Our Team


Steve Morden, CFP®

Financial Planner

Melissa Morden

Licensed Assistant

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Understanding the different fee models and what each gets you is the start of any good planning exercise.
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