Age demographics are shifting. People are living longer than ever before, and we’re stressing our global health and retirement systems as a result. When Social Security was designed, you worked for 40 years, retired, and then died 5 years later on average. The money you paid into the program went on to support those who

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Open your browser or turn on the TV and you will find the echo chamber is at it again. The recession continues. A stock market crash is imminent. Bonds have no or negative yields. There is nowhere to hide. If you’re not investing in XYZ, you’re missing out. We can try to tune it out

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There are lots of reasons that we shouldn’t mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event – here are 3 of them: 1. There is no evidence that markets prefer one party over another. History is filled with examples of

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Now that the market has recovered all of its Pandemic induced losses and we are standing on the precipice of what everyone is saying is the most important election in our lifetimes, I am beginning to hear questions about whether or not we should “seek more safety” or “get out of the market.” My response

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In Session #6 of Terre Passero’s Mindful Stress Management course, we reviewed and discussed the following topics: Post 6-week series self assessment Practice • Mindful walking • Mindful eating • Gratitude Review Stress Management Toolbox Set intentions to continue your practice Identify resources to support your practice Relevant Materials: ► Perceived Stress Scale ► Mindful

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In Session #5 of Terre Passero’s Mindful Stress Management course, we:  Reviewed the 9 mindfulness qualities that form the major pillars of mindfulness practice:  Beginner’s mind; Acknowledgement/acceptance; Non-striving; Non-judging; Patience; Letting it be; Trust; Gratitude; Generosity Practiced Mindfulness: Awareness of Breath Practiced applying the conditions for awareness, change, growth to your everyday life  Relevant Materials: 

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In Session #4 of Terre Passero’s Mindful Stress Management course we learned how stress can aid or raid us of our motivation, health, and performance. What if you could manage or recover from stressful situations so you can feel calmer, more focused and be effective? In this session we learn how to: • Recognize how

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In his TEDx talk for Bellevue High School, Jonathan DeYoe discusses the very basics of financial literacy that as a parent he would want his own high schooler to know. TEDx Bellevue High School’s mission is to spark nuanced discussions in the world via inspirational and educational presentations. At TEDx events, passionate speakers and interested audiences collaborate

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In Session #3 of Terre Passero’s Mindful Stress Management course, we learned how stress can impact communication, gained a greater awareness of interpersonal communication patterns and practiced mindful and non-violent communication. Finally, we identified ways to apply the tools/strategies to your daily life. Relevant Materials: ► 10 Steps to Effective Listening (Forbes Article) ► Using

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