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10/28/2022
Quarterly Conversation January 2023
These hour-long webinars are a perfect chance to talk to Dan and Rick about the More
1/22/2023
April 2023 Quarterly Conversation
These hour-long webinars are a perfect chance to talk to Dan and Rick about the More
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
8/4/2021
Quarterly Conversation: October 2021
These hour-long webinars are a perfect chance to talk to Dan and Rick abou More
4/29/2022
Quarterly Conversation July 2022
These hour-long webinars are a perfect chance to talk to Dan and Rick ab More
9/26/2023
The 10 Year Plan
Post by Richard Bell, Partner, Senior Financial Planner
A 10-year financial p More
2023 kicked off better than we anticipated, with healthy numbers across the boar More
Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
Commentary
All Commentary
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
10/21/2022
Commentary – 2022 4th Quarter
7/20/2022
Commentary – 2022 3rd Quarter
