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News and Commentary

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Founding Members
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Joseph Watson
We have dedicated this page to our dear friend and former colleague, Joe Watson.
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Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Frequently Asked Questions
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FAQs
We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
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Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 01, 2025
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Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 05, 2025
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Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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