Featured Post Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investm...
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Manage Wealth

New Tax Law Could Benefit You

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
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Grow Wealth

How to Invest in a Temperamental Market

"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham After an eventful first quarter of ...
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