News and Commentary

Founding Members

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We have dedicated this page to our dear friend and former colleague, Joe Watson.

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We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

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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.

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.

February 03, 2025

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Get Tax Information and Forms

Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.