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Month-in-Review: September 2023

Quick Takes Risk Assets Fall Into Autumn. Risk assets started the fall giving back some of their year-to-date gains as market participants priced in higher interest rates for longer. Inflation...

Couples Retiring Together

Having a shared vision of retirement is wonderful, but it’s equally important to respect individual variations. With that in mind, when is the last time you and your partner discussed what you...

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Don Williams, CMFC®, CRPC®