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News & Resources

First and foremost, we are dedicated to educating our clients - and that starts right here.

Our resources consist of an array of financial information – from monthly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence.  Be sure to visit this page often for the latest updates.

recorded webinar

How to Navigate Bear Markets: The COVID-19 Crisis

Watch
recorded webinar

Roundtable Discussion: COVID-19 and Market Volatility

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team headline picks

August 2020
Separating the News from the Noise

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3-PART webinar

Solutions to the Three Primary Investment Risks in Retirement

Watch All Segments Now
press release

Mark Smith Named to Forbes' List of Best-In-State Wealth Advisors for 4th Consecutive Year

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instructional videos

Learn Some of the Most Commonly Used Functions of Client Access

View 6 Videos
TEAM video

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Watch
past event recap

Meeting Our Clients for Yappy Hour

Read
resource

Checklists to Help You Plan for Each Life Stage

Download

Receive all of our firm's resources as soon as they become available:

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