Year: 2019

The Value of Staying Invested

Uncategorized

In an effort to keep you informed as it relates to your investments and achieving your goals, we wanted to share the following information with you, on the value of staying invested.   Volatility is a constant in the market, how investors react to it, however, will determine if they...

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September Office Update

Uncategorized

We would like to take this opportunity to keep you updated on our office, team, and upcoming events.   As some of you may have already noticed, we are currently in the process of refreshing our website. It is important for us that we provide our clients with a central...

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Book Value vs. Invested Capital

Educational

In an effort to keep you informed as it relates to your investments and achieving your goals, we wanted to share the following and attached with you.  Our office has fielded several calls as it relates to what is known as “Book Cost / or Book Value” and we...

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