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Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

William Purvis, Associate5 min read

The Current Municipal Bond Advantage

In a landscape where every financial decision competes for both return and peace of mind, ...
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Natalie Irwin, Operations Manager, Financial Advisors3 min read

Four Mistakes to Avoid During Market Volatility

Volatility is a natural occurrencereence when investing, but it can cause panic, stress, ...
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William Purvis, Associate3 min read

Capital Market Assumptions: A Guardrail, Not the Only Source of Truth

Investment portfolio construction comes in many different forms depending on who the ...
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Josh Orton, CFP®, CEPA®4 min read

Debunking Common Misconceptions of Target-Date Funds & Glide Paths

Target-date funds automatically adjust underlying allocations to less risky investments ...
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Miller Bentley, Sr. Financial Advisor5 min read

Generational Wealth Behaviors

Looking back on some milestones in life, one might think of graduation, marriage, first ...
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William Purvis, Associate4 min read

Private Credit – What It Is and Why We Allocate

Over the past few years, the private credit asset class has been a hot topic among ...
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Josh Orton, CFP®, CEPA®7 min read

Retirement Planning Steps You Can Take Today

Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
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Miller Bentley, Sr. Financial Advisor4 min read

Predictions of Hope

A common theme that resonated throughout most literature in predictions for 2021 was ...
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Talk to one of our financial advisors today and let's partner together for your future.