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Today's investment climate offers unprecedented opportunities.Our mission is to help clients take advantage of those opportunities by providing them with three key tools.
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Cindy Havenhill, MBA | CFP®
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
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Happening Now
Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023
Here are some of our lessons learned from 2022. As you might imagine, inflation and the Federal Reserve are common themes throughout.
Global Portfolio Strategy | December 7, 2022
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.