Episode Guide
HomeEpisode Guide

Episode Guide

  1. Advancing Your Career

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    Advancing Your Career

    People often wonder how to advance themselves in their career path but are unsure how. Specific job skills can be important, but, possibly even more import are communications skills, business awareness and a solid network upon which to rely for assistance, mentoring and contacts. These skills are no…

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  2. Social Security

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    Social Security

    Most of us are paying into social security at a fairly hefty percentage rate of our earnings. If you own your own business, you are paying both as employee and as an employer. With that level of contribution, this amounts to a significant pool of assets to fund a retirement income stream. We can’t…

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  3. Borrowing Techniques for Business

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    Borrowing Techniques for Business

    Knowing the right way to navigate the lending landscape can save time and money. The right borrowing package along with the right lender can increase your chance of business success. This is why we welcome this week’s guest, David Weber, to give us a class on the right way to obtain business c…

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  4. Investment and Financial News

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    Investment and Financial News

    Successful investing and financial management depend heavily on accurate and timely information coupled with sound analysis. There is a wide range of publications, print and digital, that seek to capture our attention. That range includes publications with extensive resources, like Barron’s, a…

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  5. Post-Secondary Education Funding Plans: Part 2

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    Post-Secondary Education Funding Plans: Part 2

    During part one of the conversation, we spoke with Brianna King about one of the largest family expenditures, post-secondary education. The episode discussed the popular savings vehicles and other alternatives to the traditional university. This week, part 2 of the conversation will dive into: What…

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  6. CDCs and You

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    CDCs and You

    Each of us must concern ourselves with the economic vitality of our region. Industry has left our area for a number of reasons and decreased the number of jobs, while neighborhoods deteriorated. It became a spiral, not as bad as many cities and regions, but still troublesome for our economy and qual…

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  7. Economy, Business, and Politics

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    Economy, Business, and Politics

    We are living in a time of significant world economic competition. Americans possess the talent, capital, resolve and experience to fight our way through it just as the Greatest Generation fought through the danger of WWII, but we need to coordinate our efforts. The purpose of this episode is to acc…

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  8. Worst Investor Mistakes

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    Worst Investor Mistakes

    A smart man learns from his mistakes. A wise one learns from the mistakes of others. Tune in to The Advisor to hear stories from our senior financial advisors. With decades of experience, they have seen many of investor mistakes. Mistakes aren’t just situational. They exist in the context of the t…

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  9. RipVanWinkle Was a Poor Investor

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    RipVanWinkle Was a Poor Investor

    The title is corny – but it clearly illustrates a problem that can be very detrimental to an investor’s portfolio. There is a tendency to “go to sleep” on investments thinking that they will take care of themselves over time. The world changed a lot for RipVanWinkle while he slept for 20 yea…

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  10. Post-Secondary Education Funding Plans: Part 1

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    Post-Secondary Education Funding Plans: Part 1

    The ability to make a living is directly dependent on the education we have received and the skills that we are able to offer to the marketplace. Unfortunately, secondary education (high school) does not always equip us with employable skills so they must pursue expensive post-secondary education. T…

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal

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