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Shon E. Flaharty
John 'Hunter' Orr
Larry E. Weicht II
Todd Demko
Jim Degenhardt
Andrew Oswald
Brian Inman
Cindy S. Smith
Jeanann Forde
Joseph Wheeler
Megan Post
Brice Mackin
Kelley Cornelison
Our Mission
Investment Fiduciary vs. Fair Dealing
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"BIG 12"
Family Index
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Our Process
Asset Allocation
Investment Management
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Concierge Level of Service
Strategic Alliances
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100 Questions Every First-Time Home Buyer Should Ask (Second Edition)
529 Plans: A College Savings Alternative
Buying, Selling or Leasing a Car
Documenting Your Charitable Gifts
Estate Planning and Your Family Business
Finding Financial Aid for Private Schools
Independent Contractor or Employee?
Luxury Car Rules May Limit Vehicle Write-Offs
Prodigal Sons and Material Girls: How Not to Be Your Child’s ATM
The Little Book of Hedge Funds (Little Books. Big Profits)
Traps to Watch for When Helping Children Purchase a Home
Understanding the Consumer Price Index
Will the Interest on Your Vehicle Loan be Deductible?
Tax Forms Library
100 Questions You Should Ask about Your Personal Finances
106 Mortgage Secrets All Borrowers Must Know—But Lenders Won’t Tell
529 Plans: Helping Employees Save
Choosing the Right Retirement Plan for Your Business
Complexity Reigns When Claiming a Charitable Deduction
Estate Planning for Intellectual Property
Estate Planning for Lifetime Partners
Rich Kid, Smart Kid— Giving Your Child a Financial Head Start
Tax Breaks for Businesses
Tax Calendar
Tax Deduction Finder & Problem Solver
Taxed by Self-Employment
The Downside of Adding Your Child's Name to the Deed
The Motley Fool Investment Guide for Teens
The Old Girls' Network
Understanding Interest Rates and Your Financial Situation
Wall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment Gain
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Collapse Market NewsMarket News
Tariffs Strike Again
The Bulls Are Running
What Will the Federal Reserve Do Now?
Everything Went Up – and That’s Unusual.
Surprise! It Was a Great Week for Markets.
Tariff Trouble
U.S. Stocks Have Had a Great Run
Trade War Trade-Off
Trade Talk Trouble Took a Toll Last Week
The Standard & Poor’s 500 Index is Off to its Best Start in 20 Years
It Wasn’t an ‘Avengers End Game’ Spoiler, But There Was Big News Last Week.
And the Answer Is…
Investors Took an Intermission.
Is it a Soft Landing?
Investors were Pleased with the Federal Reserve’s (Fed) New Approach to its Balance Sheet.
Central Banks Take a Turn
And, U.S. Stock Markets Celebrated.
U.S. Stock Investors Took a Breather Last Week
We’re Off to a Good Start.
People Love Rules of Thumb.
Investors Will Think of the Last Quarter of 2018 For Years to Come
Investing During the Month of December was like Traversing an Icy Mountain Stream
We’re Off to a Slow Start
Hold On To Your Hats!
It Was a Turkey of a Week
How Are You Feeling About Financial Markets?
Seven Year-End Retirement Planning Strategies
Why Did the Stock Market Fall When the Economy is Doing Well?
The World Remains Full of Opportunities and Challenges
Last Week’s Stock Market Performance Startled Investors.
Why Bulls Smile After Midterm Elections
The Stock Market Tends to be a Leading Economic Indicator
It Wasn’t Headline News…
Did You Hear the News?
7 Ways to Help Grandchildren with College Tuition
All Investors Are Consumers, But Not All Consumers Are Investors
3 Ways to Recover From a Late Start on Retirement Planning
Remember: Volatility is Normal
Where is Our Country’s Biggest Export Market?
Tick, Tock.
As Maxwell Smart Used to Say…
Longest Bull Market Ever
Let’s Talk Turkey!
Capital Gains Tax Reform Comes With a Big Price Tag: $100 Billion Over 10 Years
Is it a Sugar Rush or Something More Sustainable?
12018 Midyear Stock Market Outlook--Second Half Rally
Last Week, There Was Some Good News and Some Notable News.
Investors Are Becoming More Discriminating
What a Rollercoaster of a Quarter!
There’s a Bear in China – and It’s Not a Panda
Are You Financially Ready To Retire?
What Time Is It?
Deal or No Deal?
Social Security COLA Could Top 3% in 2019
G Whiz!
If the Countries Were Instruments, Last Week Sounded Like a Fifth Grade Garage Band
Geopolitical Uncertainty Didn’t Dent U.S. Stocks Last Week
Too Much? Too Little? Or Just Right?
What in the World?
A Meeting of the Minds
Data Deluge Good News - (But Not Too Good)
A Closer Look At First Quarter GDP
Sell Now?
Love-Hate Relationship Between Bond Yields and Stock Prices
Message From the Markets
Municipal Muddle-Through
Record Rate
The “Wall Street” Election Poll
The Inflation Situation Revisited
The Spring Slide
Washington's Dilemma
What to Watch During the Most Important Week of the Year
Fed Preview
A Look at The GAAP Gap
Value Comeback
What The Market is Telling us About The Election
Q1 2016 Earnings Preview: No More Excuses
Market’s March Madness
Europe — Not Enough Growth
Will Eight Be Great For The Bull?
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Corporate Bonds vs. Municipals Bonds
Effective Fees Examination
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