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Letter To Clients: Geopolitical Events and Your Investments

Dear Client, We work hard to advise our clients knowing that the financial markets are fraught with uncertainty.  As of this moment, that uncertainty has elevated a notch making it seem extremely high in relative terms.  Although the reality…
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Thoughts in Charts: When Do you Pay your Advisor's Fee?

This summer I took a trip with my best friend to Colorado to whitewater raft a few of the state’s gorgeous rivers. During the trip, our raft guide was surveying people about their careers. I of course told him I was in wealth management,…
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Thin(k) About Your 401(k) Plan: ESG Investing In 401(k) Plans

Some saw this as a sea change (or maybe you could say it was because of seas rising). In May 2021, President Biden signed an executive order directing “the federal government to implement policies to help safeguard the financial security…
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Thoughts in Charts: Interest Rates Headwinds and Tailwinds

Interest rate expectations are shifting. What does this mean for a stock portfolio? This week’s chart illustrates activity from the last week of September. It depicts the forward 1-month overnight index swap (OIS) curve. Think of the…
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Thin(k) About Your 401(k) Plan: What Does It Take To Start A 401(k) Plan

I recently posted about retirement plan options for small businesses and the self-employed.  Now let’s talk about starting a 401(k) Plan as another option.  Remember, how much you want to save and your willingness to manage the complexity…