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Latest Posts

Despite the current market turmoil, several factors support future equity growth, says Chief Investment Officer Larry Adams, CFA, CIMA, CFP®

How to Beat the Market Heat
October 26, 2018

When volatility hits, keep a cool head and consider taking advantage of potential opportunities. 
Some suggestions on to how plan for the transition of ownership
With Medicare’s open enrollment season upon us, let's make sure you’re getting the most from Medicare

How do I get paid?
October 11, 2017

In my practice, I allow the client to choose how I get paid

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