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Reality Check - Siren Song

5/11/2022

 
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For this month’s Reality Check, we wanted to discuss how one should deal with all of the events that are being highlighted by the financial media as the drivers of the markets decline.

While increased volatility in the capital markets is not pleasant, with a longer-term focus, this volatility is just noise. The best strategy is to tune out the noise from the many sources that are influencing you to react. Planning, combined with a disciplined strategy, is the best way to chart an appropriate course to help you create a comfortable income that you will likely not outlive, while helping you to accomplish your long term financial goals.

​If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

Quarterly Newsletter - First Quarter 2022

4/13/2022

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please 
contact us.

Quarterly Newsletter - Fourth Quarter 2021

1/12/2022

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please 
contact us.

Quarterly Newsletter - Third Quarter 2021

10/15/2021

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please contact us.

Congratulations Christopher Blair!

8/23/2021

 
We wanted to take a moment to congratulate Chris on the successful completion of the Certified Private Wealth Advisor® designation. This designation is a commitment to his ongoing personal development.

If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please don't hesitate to  contact us. 

Quarterly Newsletter - Second Quarter 2021

7/15/2021

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please 
contact us.
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    Author:
    Christopher J. Blair, CFP®, CPWA®,

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