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![Spooky Financial Stories](https://static.wixstatic.com/media/b23ff7_f74fe66bc4e44450aa72c75890924dca~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_f74fe66bc4e44450aa72c75890924dca~mv2.webp)
Ally Chanel
Oct 31, 20242 min read
Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...
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![It's 529 Awareness Day! Here's What You Need to Know for Your Child's Future](https://static.wixstatic.com/media/8d7b29_4b122663fe1241bdb3331352cac3744a~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/8d7b29_4b122663fe1241bdb3331352cac3744a~mv2.webp)
Ally Chanel
May 29, 20243 min read
It's 529 Awareness Day! Here's What You Need to Know for Your Child's Future
Today is 05/29, which the financial community celebrates as 529 Awareness Day. See what they did there with the date and name? But what...
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![Municipal Bonds: Should You Invest?](https://static.wixstatic.com/media/8d7b29_8772912b5c2f4278b6abb4a98eceb713~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/8d7b29_8772912b5c2f4278b6abb4a98eceb713~mv2.webp)
Ally Chanel
May 3, 20243 min read
Municipal Bonds: Should You Invest?
The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...
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![What Is LOUD BUDGETING](https://static.wixstatic.com/media/8d7b29_3a0accab487641b18357e594fc3d156d~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/8d7b29_3a0accab487641b18357e594fc3d156d~mv2.webp)
Ally Chanel
Mar 29, 20242 min read
What Is LOUD BUDGETING
A new financial trend amongst Gen Z is on the rise on TikTok, and it is loud, literally! Loud Budgeting Loud budgeting is the practice of...
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![Bitcoin ETFs: Should You Invest?](https://static.wixstatic.com/media/b23ff7_a3b3c8f2bfd24c2bb05361e079ba5efd~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_a3b3c8f2bfd24c2bb05361e079ba5efd~mv2.webp)
Ally Chanel
Mar 1, 20243 min read
Bitcoin ETFs: Should You Invest?
Bitcoin ETFs Are Now Available Cryptocurrency dominated TV commercials and the media sphere a couple of years ago. The number of times we...
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![When To Claim Social Security If You Are Still Working](https://static.wixstatic.com/media/b23ff7_aeef1390c99248558dca642fac7cbaa3~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_aeef1390c99248558dca642fac7cbaa3~mv2.webp)
Ally Chanel
Feb 1, 20242 min read
When To Claim Social Security If You Are Still Working
Deciding when to take Social Security is complex; should you take it at 63? Maybe 67? Or wait until 70? The benefits and drawbacks vary...
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![Four basic finance skills you should know](https://static.wixstatic.com/media/b23ff7_e06d154249244527aa1ed1a7717e1d0f~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_e06d154249244527aa1ed1a7717e1d0f~mv2.webp)
Ally Chanel
Mar 31, 20233 min read
Four basic finance skills you should know
Financial literacy is a growing topic of interest in the United States, and we believe everyone should know the fundamentals of finance...
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![Who We Serve](https://static.wixstatic.com/media/b23ff7_c6f81b7ada324ba194a64da90d4c2bdd~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_c6f81b7ada324ba194a64da90d4c2bdd~mv2.webp)
Ally Chanel
Dec 2, 20222 min read
Who We Serve
Life is a journey covering various stages of progression, spanning the spectrum of the happiest and saddest times. We at Lundeen Abrams...
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![Small-Cap Value Investing](https://static.wixstatic.com/media/b23ff7_e5a029bf92ee4261b9fa94c375fa122d~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/b23ff7_e5a029bf92ee4261b9fa94c375fa122d~mv2.webp)
Ally Chanel
Aug 19, 20222 min read
Small-Cap Value Investing
Factor-Based Investing Continues There are so many ways to look at investing, it's easy to get lost in the mumbo jumbo. Our goal is to...
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![Factor-Based Investing Can Help Retirees](https://static.wixstatic.com/media/b23ff7_e834d66d398f4653bf5ad89a35793101~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/b23ff7_e834d66d398f4653bf5ad89a35793101~mv2.webp)
Ally Chanel
Aug 12, 20222 min read
Factor-Based Investing Can Help Retirees
Factor-based investing Investing is essential for everyone who aspires to retire, regardless of age. Through its ability to compound...
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