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masters tournament
Masters Tournament® Lessons For Financial Planning I had the privilege of attending the Masters Tournament® in Augusta, GA this past week, definitely not as…

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investment review
Win by Not Losing: Unemotional Investment Management A portfolio is a group of assets set aside for some need or spending in the future. The…

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lottery
Wealth Management: What to Do If You Win the Lottery A single winner could walk away with roughly $800 million after taxes or equal installments over the next…

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What the Fed rate increase means for your bond mutual funds There has been a lot of chatter in the markets for months about the Federal Reserve raising rates.…

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fees
Navigating Your Personal Financial Strategy

You deserve a one-of-a-kind financial plan. We’re a one-of-kind wealth strategy firm. Here’s why: We do the legwork….

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