Blog Archive: 2017

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11.21.17
Mid-Quarter Commentary: Q4 2017
Kyle Thompson, CFP®, CPA

MARKET CONVERSATION

As I sat down to write this mid-quarter commentary, I asked myself, “Do you, the client, really ...

11.17.17
When cooking up holiday treats or your financial future, smart planning is key
Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...