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Current Market Observations

Last week, the Federal Reserve’s more dovish tone was well received by the markets. The Dow Jones Industrial Average... Read More

Quote of the Week

“Spring: a lovely reminder of how beautiful change can truly be.” — Tracy McMillan. Read More

Current Market Observations

Last week marked the second week of negative returns in the equity markets, albeit modestly negative, especially given the... Read More

From the Pros… VIDEO

Did you miss last week’s Q&A video? Get to know our new Director of Research & Investments, Christopher Holland,... Read More

“Your Financial Choices” Radio

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Inheriting Something?  What... Read More