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Resilient Innovation: 250 Years in the Making
Two hundred and fifty years ago, America’s founders envisioned something unprecedented: a nation founded on the principles of liberty, self-determination, and opportunity. Their willingness to challenge convention, pursue a bold…
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Death is Easier, Financially
In my last column, “What Happens if You Live?”, I discussed living but not being able to make your own…
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Built to Last: Time IN vs TimeING
Do you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index closed the day at…
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Macroeconomic View & Markets
What a difference a year makes. In February of 2020, we were talking about the end of the longest bull…
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What Happens if You Live?
Many people think Estate Planning is only about where their money and property go after they die. While this is…
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If You Remember Only These 5 Things
First and foremost, considering all the unusual turmoil in our lives the past year, we thank you for the trust…
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Macroeconomic View & Markets
The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled market volatility, the deepest…