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What’s Worse, Losing Or Giving Up? &Raquo; Notes To Self By Mark Obrien

What’s Worse, Losing or Giving Up?

I don’t know what we’re doing. I truly don’t. Illegal aliens are streaming across the southern border, accompanied by thugs, drugs, and bugs, of which the coronavirus is likely the least. We do nothing. And we couldn’t care less. Please don’t tell me it’s a humanitarian issue. It’s not. There’s nothing humanitarian or humane about […]

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People Are People, Too &Raquo; Notes To Self By Mark Obrien

People Are People, Too

Don’t look now, kids. But it just got okay to be real people. Yes! Psychology Today published an existentially affirming article entitled, “Quit Feeling Guilty About Not Being Present”. Think of it! This may be all the reassurance you need about the fact that, as a human being, you’re blessed with a memory and the […]

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Money and Relationships: How to Crack the Code

When it comes to money and relationships, it’s important to be on the same page. But what if you’re not? Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to talk to viewers about the importance of working together with your […]

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I Hate Crime &Raquo; Notes To Self By Mark Obrien

I Hate Crime

In case you didn’t happen to be looking for them, it’s my pleasure to report that the FBI has released its supplemental 2021 hate crime statistics. Whew! I was afraid they’d never be released. Here’s what you missed: The FBI’s Uniform Crime Reporting (UCR) Program released a 2021 hate crime statistics supplement about bias-motivated incidents […]

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Don’t Make These 6 Expensive Financial Mistakes

What if I told you the world of providing financial advice has greatly evolved in the last decade? Do you know how it has changed and if you’re still taking an “old-school” approach to planning your finances? It used to be that financial planning was an “add-on” service for wealthier clients with enough assets to […]

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Reach For The Stars &Raquo; Success Interviews Step Into Their Shoes Eileen

Reach For the Stars

We sometimes come full circle back to our first love, and in this case, it is music. Meet Arlis Walker, frontman for The Southern Outlaws Band. He hails from the backwoods of WV, and has a strong background in music having left it behind, becoming a sheriff, only to find himself at a crossroads. The […]

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Bearly True &Raquo; Notes To Self By Mark Obrien

Bearly True

While waiting in a doctor’s office last week, I came across this article in the January 30/February 6 edition of Time: “How India Became the Most Important Country in the Climate Fight”. The article noted the difference between the poor state of Jharkhand, in east India, that mines coal (bad) — and Rajasthan, a state […]

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A Five Year Journey to Find the Right Advisor

Sarah is a highly respected  therapist, author, and speaker, with over 30 years’ experience nearing retirement age. She’s also a hands-on investor who knows what she wants. Sarah was searching for a highly qualified fiduciary advisor with the right expertise for her situation, and who would be responsive to her needs. Sarah found her way […]

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Protecting Your Interests: Why Fiduciary Matters

There are a lot of financial advisors out there, so how can you tell that your financial advisor is really working in your best interest? They may say they put your financial interests first, and they may even believe that they are. However, unless they are a Registered Investment Advisor (RIA) legally held to a […]

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