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Regrettably, 2018 has been marred with too many client deaths.  And just recently, Michelle lost her father much too soon.  As we age,...

In the interest of full disclosure, I must admit to having a part time investment strategist on staff.   She doesn’t (yet) realize it but...

I got my first credit card in college.  The promoters were even kind enough to throw in a smedium t-shirt.  Parents weren’t too keen on...