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Wealth Management
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Tax Planning
Our Team
Advisors
Administration
Our Clients
News
Careers
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Investment Committee Commentary
Stock Market Declines and Recoveries
September 2021
Investing at Market Highs and Times of Uncertainty
August 2021
Emerging Markets and Chinese Regulation
July 2021
Mid-Year Commentary
June 2021
Thoughts on Inflation
May 2021
The American Jobs Plan
April 2021
Short Term Pains, Long Term Gains
March 2021
Demystifying Cryptocurrency
February 2021
New Year, Same Discipline
January 2021
December 2020 Investment Committee Market Update
December 2020
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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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Stock Market Declines and Recoveries