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Category: Blog

[Video] 2022 First Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective

Lori Van Dusen Speaks on Great Resignation

Despite the Great Resignation leaving small businesses nationwide with job vacancies, employers shouldn’t desperately hire just to fill the holes, as our CEO and Founder, Lori Van Dusen, recently told

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