Category: Uncategorized

Client Survey Results

In September 2021, we sent out a survey requesting your feedback. Thank you for taking the time to complete our survey. We truly value the feedback you have provided, and the information will help us tailor our services to better meet your needs.   We would like to share...

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The Value of Staying Invested

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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

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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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