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Market Updates

May 2019

The year has been a roller-coaster due in part to the dysfunction of our government, and the mixed signals sent both domestically and internationally over the many issues surrounding politics and economics. As I always say, I take no sides- this letter is to update you on what is going…

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Rivertown Magazine

What is Your Single Biggest Goal?

Financial planning is about setting and achieving goals and objectives. Buying a house or car, sending kids to college, saving for that dream vacation... getting your eyes set on a goal and with fortitude and a disciplined savings program, finding yourself on that Caribbean beach or high atop the Alps…

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Seville Monthly Magazine

What is Your Single Biggest Goal?

Financial planning is about setting and achieving goals and objectives. Buying a house or car, sending kids to college, saving for that dream vacation... getting your eyes set on a goal and with fortitude and a disciplined savings program, finding yourself on that Caribbean beach or high atop the Alps…

Read More