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Our mission is to help clients take advantage of those opportunities by providing them with three key tools.
Cindy Havenhill, MBA | CFP®
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
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How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
The mega-cap technology companies have powered the broad market higher this year. In fact, the 8.1% gain in the S&P 500 year to date has been driven entirely by six...
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
Economists like to remind us there is no such thing as a free lunch. In investment parlance, that just means all investments carry risk—even cash. And the big risk with...