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Here you will find our quarterly review videos plus other timely or resourceful posts and videos


Monday, August 7, 2023

  Today I wanted to talk about an included service that all my clients receive at no additional cost. In the hustle and bustle of daily life, it's easy to get caught up in the present and neglect the future. However, embracing...


Wednesday, July 19, 2023

Join Paul Hershenberg and Brad Hughs as they review the 2nd quarter's market performance, the changing economic environment and how we are changing portfolios to adjust to the current markets.