Stewardship
Integrity
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Service
Teamwork
Community
Pioneering Spirit
Chart of the Day: Really Bad Timing May Not Be as Bad as You Think
April 29, 2025
Today’s Chart of the Day is from Mark Peterson with BlackRock. The chart, going back to 1926, shows the returns if you had been invested on the day...
Chart of the Day: 14% Downturns
April 24, 2025
Today’s Chart of the Day from OneDigital shows the return of the S&P 500 each calendar year since 1980 as well as the maximum drawdown during the...
10 Estate Planning Errors That Cost Time, Money, and Your Sanity
April 23, 2025
Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its...