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Wealth Management

More Taper Talk

More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond purchasing program, quantitative easing (QE). So here we are in…

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What’s in a Name?

“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over the years, so I thought I’d offer an answer today. In…

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