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Blog

What’s on my mind? You can read about it in my blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, I may throw in a movie review or some other surprise. So keep checking in.  I'm glad to have you reading along.

 

Thursday, July 13, 2017

National Industry Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions Winter Haven, Florida – July 2017...

 

Monday, July 3, 2017

It's the Fourth of July weekend! Which means it's a perfect opportunity to spend time with friends and family. So while you're relaxing this holiday weekend, take a few minutes to brush up on your American History by reading our...

 

Sunday, May 28, 2017

Picture this – your son or daughter comes home with an acceptance letter from the college of their dreams. Only one thing could make that moment sweeter – the security of knowing that no matter where they are accepted or...