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Blog Archive

8/1/2022 Quarterly Conversation October 2022
These hour-long webinars are a perfect chance to talk to Dan and Rick about the More
July 2023 Quarterly Conversation is July 20 on Zoom
4/25/2023 July 2023 Quarterly Conversation
RSVP for our next Quarterly Conversation on July 20, 2023, 4 pm on Zoom, where w More
8/28/2023 October 2023 Quarterly Conversation
RSVP for our next Quarterly Conversation on October 19, 2023, 4 pm on Zoom. Thes More
Apr 2023 Quarterly Conversation now on video
4/25/2023 April 2023 Quarterly Conversation Video Recap
2023 kicked off better than we anticipated, with healthy numbers across the boar More
9/14/2021 3 Questions You Should Be Asking Your Financial Advisor
Like many other facets of your life, your financial situation will likely change More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary