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Blake Street2018-03-27 07:32:502021-06-07 17:44:1310 Things to Do Right Now While Markets are (Not Really) Tanking
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Cary Facer2018-03-12 17:23:302019-03-20 21:39:22The Retirement Mindgame
Rate Watch 2018 -February
Welcome to another edition of Rate Watch as we track the interest…
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Cary Facer2018-03-09 18:37:542018-03-26 22:19:02Veronica Torres Promoted
Rate Watch 2018 – January
If you followed along with us last year, you may remember our…

Tax Deductions Gone in 2018
Tax Deductions Gone in 2018
What standbys did tax reforms eliminate?
Are…
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Cary Facer2018-01-03 11:00:012024-06-03 10:52:15The Many Benefits of a Roth IRA
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Cary Facer2017-12-29 10:00:572018-01-05 00:37:19Ten Best Financial Practices to Jump-Start Your New Year
The ABCs of Behavioral Bias – Conclusion
We’ll wrap our series, the ABCs of Behavioral Biases, by repeating…

The ABCs of Behavioral Bias – S-Z
We’re coming in for a landing on our alphabetic run-down of…

The ABCs of Behavioral Bias – O-R
So many financial behavioral biases, so little time! Today, let’s…
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Cary Facer2017-12-06 22:21:082018-11-14 17:47:20EIX Stock Falls on Wildfires in SoCal
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Cary Facer2017-12-04 19:32:392024-06-03 10:53:18Your Personal Annual Review
The ABCs of Behavioral Bias – H-O
There are so many investment-impacting behavioral biases, we…

The ABCs of Behavioral Bias – F-H
Let’s continue our alphabetic tour of common behavioral biases…

The ABCs of Behavioral Bias – A-F
Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll…

The ABCs of Behavioral Biases – Intro
By now, you’ve probably heard the news: Your own behavioral…
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Cary Facer2017-09-15 18:38:082017-09-15 18:42:33Rate Watch 2017 – August
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Veronica Cabral, CFP®
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Veronica Cabral, CFP®2017-09-15 18:22:082021-06-07 17:49:59Equifax Security Breach & You
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Veronica Cabral, CFP®2017-08-31 19:09:342018-03-26 22:29:37Beware IRS Phone Scams
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Cary Facer2017-08-23 21:24:522017-08-24 23:32:22Rate Watch 2017 – July
Complimentary Notary Services for Clients
Veronica Torres - Client Service Associate and Notary Public
At…
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Cary Facer2017-07-25 22:11:332024-06-03 10:54:39The Problem with Annuities
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Cary Facer2017-07-21 21:33:362017-08-24 23:33:04Rate Watch 2017 – June
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Cary Facer2017-07-05 22:20:562017-08-24 23:31:36Rate Watch 2017 – May
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Cary Facer2017-06-23 00:04:152017-06-23 22:10:00In the Media: Blake Street, CFA, CFP®
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Cary Facer2017-06-07 16:43:452017-08-24 23:30:50Rate Watch 2017 – April
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Blake Street2017-06-06 22:13:562017-06-29 21:26:27Suitability vs. Best InterestContact Us
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