Living with Uncertainty and Volatility

September 2019  By: JOEL GOODMAN, CFA

Over the past twenty-five years, the internet has profoundly changed many facets of our lives. And the pace of change has accelerated in the past decade with the proliferation of internet-connected mobile devices. Billions of people worldwide now have access to a wealth of knowledge. It’s a never-ending flow of news and information – instantaneous…

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The Importance of the CFP® Designation

September 2019  By: MICHAEL McLEOD, CFP®

Our clients are successful because they’re great at what they do, whether they own a local company, run a family-owned business or lead a large corporation. For clients who have a demanding work schedule, finding the time to focus on personal finances can be challenging, which is why it’s important to work with an experienced…

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Introducing Kyle Powers, MBA, AIF

We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education and individual counseling. He brings more than a decade…

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