Team News & Highlights

A New Chapter in Our Storied History
Team News

A New Chapter in Our Storied History

After 41 years in Colony Square, we are moving!

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A New Chapter in Our Storied History
Team News

A New Chapter in Our Storied History

After 41 years in Colony Square, we are moving!

Read more
The SECURE Act
From the Headlines

The SECURE Act

with Matthew T. Brinkley and Trevor K. Thompson, CFP®

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The SECURE Act
From the Headlines

The SECURE Act

with Matthew T. Brinkley and Trevor K. Thompson, CFP®

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Medicare Open Enrollment Season
From the Headlines

Medicare Open Enrollment Season

by Trevor K. Thompson, CFP®

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Medicare Open Enrollment Season
From the Headlines

Medicare Open Enrollment Season

by Trevor K. Thompson, CFP®

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Beware of Bitcoin
From the Headlines

Beware of Bitcoin

by David G. Hunter, CFA®, CAIA

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Beware of Bitcoin
From the Headlines

Beware of Bitcoin

by David G. Hunter, CFA®, CAIA

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Understanding the Tax Cuts and Jobs Act  Part 3: Key Changes for Corporations and Businesses
From the Headlines

Understanding the Tax Cuts and Jobs Act Part 3: Key Changes for Corporations and Businesses

with Varun Marneni, CFP® and Trevor Thompson, CFP®

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Understanding the Tax Cuts and Jobs Act  Part 3: Key Changes for Corporations and Businesses
From the Headlines

Understanding the Tax Cuts and Jobs Act Part 3: Key Changes for Corporations and Businesses

with Varun Marneni, CFP® and Trevor Thompson, CFP®

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Understanding the Tax Cuts and Jobs Act  Part 2: 5 More Key Changes for Individuals
From the Headlines

Understanding the Tax Cuts and Jobs Act Part 2: 5 More Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®

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Understanding the Tax Cuts and Jobs Act  Part 2: 5 More Key Changes for Individuals
From the Headlines

Understanding the Tax Cuts and Jobs Act Part 2: 5 More Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®

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