THOUGHT LEADERSHIP

Explore our market insights, commentary, and latest thinking regarding wealth management and investment management trends, products, and strategies to keep up to date on important financial and economic developments that may affect you and your family.


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How to Have Fun with your investment portfolio
 

 

 

 

HOW TO HAVE FUN WITH YOUR INVESTMENT PORTFOLIO?

Written by Brian McKinney, CFP®

As our clients are well-aware, we take a long-term view with our investment philosophy, focusing on crafting diversified portfolios and believing in the power of compounding returns to build and preserve wealth... As prudent and wise as this approach may be, this kind of investing can be seen as boring to some investors.

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The Art of Retirement

 

The Art of Retirement Book
 

Written to serve as an inspirational retirement planning guide, The Art of Retirement is meant to help you along life’s journey by exploring the story of Michelangelo’s life and art as a parable to show you how you can create your own life’s masterpiece. All profits from book sales go directly to charity.

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