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Wealth Management
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Tax Planning
Our Team
Advisors
Administration
Our Clients
News
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Investment Committee Commentary
Earnings Growth Is Broadening Outside the Magnificent Seven
March 2024
Investments in U.S. Real Estate Investment Trusts (REITs)
February 2024
Government Debt and the Normalization of Interest Rates
January 2024
Missed Opportunities with Market Timing
November 2023
A Look at Market Valuations
October 2023
Data Driven Markets and Changing Market Forecasts
September 2023
Cash, Certificates of Deposit (CDs) and Fixed Income Investments
August 2023
Fitch Downgrade and the Recent Rally in Equity Markets
July 2023
Mid-Year Commentary
June 2023
Company Size Disparity – Valuations Still Matter
May 2023
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Tariffs
Jan 31, 2025
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Managing Concentrated Stock Risk
Jan 24, 2025
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2024 in Review
Dec 31, 2024
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Earnings Growth Is Broadening Outside the Magnificent Seven