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For our advisor practice, we write a quarterly newsletter for our clients.  These typically cover our thoughts on the latest quarter’s news, events, and market activity.  We’ll post them here every quarter as we strive to share as much of our thoughts as possible.

About Me

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In over 30 years as an investor and nearly two decades as an advisor/portfolio manager, being smart is at the root of any and all success.  To that, this financial blog is dedicated to removing the noise of finance/investing so people can have a better chance at making smart decisions with their money.  

 

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