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Posts Tagged ‘investment management’

Did my portfolio beat the S&P 500?

By Shakespeare | October 17, 2018
Did My Portfolio Beat The S&P 500

One of the most common questions we receive from clients relates to the performance of investment accounts.  It’s a fair question.  You entrust us to manage your money and you…

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Financial Advisors, Attorneys & Accountants Working Together to Build A Unified Financial Plan

By Shakespeare | August 14, 2017
Working Together Why A Financial Team Is Better Than A One Stop Shop Advisor

Financial Advisors, Attorneys and Accountants Working Together to Build a Unified Financial Plan Do you feel you’re receiving the most accurate and honest financial advice from your current advisor(s)? You…

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