Our Director of Estate Planning, Adam Salas met with estate planning attorney Edward Cainglit to discuss actionable ways to modernize your estate plan.
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Our Chief Investment Officer, Darius Gagne, recently sat with Apollo Lupescu of Dimensional Fund Advisors for a timely conversation that cuts through the noise to discuss tariffs & recession, and offer their perspective on what truly matters for investors.
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Our Chief Investment Officer, Darius Gagne, sat with Apollo Lupescu of Dimensional Fund Advisors to discuss how markets react to election outcomes and the impact of political parties.
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Our CEO, Wende Headley, met with Wendy Leggett of Conflux Retirement Coaching on how to approach retirement successfully.
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Our Chief Operating Officer, Scott, chatted with Erin Donham of Charles Schwab about how to keep yourself safe online and some best practices for dealing with scams.
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Our CFO, Dave DeWolf, spoke with Weston Wellington of Dimensional Fund Advisors for a discussion on "tuning out the noise" of headlines and market news and focusing on what matters most.
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