June 7, 2017 Continue reading...
Spring 2017 Everyone is Entitled to His Own Opinion, But Not His Own Facts Will Williams Investing at Market Highs Brian Christensen, CFA Can I Get Rid of This Maggie Bilby, CFP ®...
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Winter 2017 Expect the Unexpected by Will Williams You Can't Spend Percentages by Brian Christensen, CFA Donor Advised Funds vs. Private Foundations by Stephanie Ricketts, CFP ®...
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November 17, 2016 Continue reading...
Fall 2016 Never Rest on Your Laurels by Will Williams The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA Presidential Election Market Results Continue...
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April 26, 2016 Continue reading...
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Summer 2016 An Exit from Brexit? by Will Williams 2016 “Mid-Year” Checklist by Maggie Bilby Why Invest Now? by Brian Christensen, CFA Continue reading...