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Topics of Interest


  • May 2021 Market Recap
    May 2021 Market Recap.  If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Click images to enlarge. Open image for disclosures and list of indices…
  • Biden Administration Tax Proposals
    What was announced, what was excluded, and what to keep in mind On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children, families and U.S.…


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