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On a Side Note…

Here is an investment management blog post that may be of interest to you.

The Most Underrated Investment Tool

Topic:
Investments
Excerpt:
A consequence of being closer to the end of my investment career than the beginning, is that I have become more reflective in recent years. I think a

On a Side Note…

Here is a wealth planning blog post that may be of interest to you.

Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”

Topic:
Wealth Planning
Excerpt:
As another school year begins, my household is settling back into a familiar juggling act: two working parents, two young kids, school schedules,