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Quarterly Newsletters

1st Quarter Newsletter 2017

Monthly Financial Updates

Monthly Market Insights for April 2017

The bull market celebrated its eight-year anniversary in March, but stock prices were mixed as investors' attention moved from one event to the next.

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Industry Publications

Consumer Guide to Financial Self-Defense

CFP Board’s consumer advocate has written this guide as a first line of defense for consumers who may be vulnerable to the minority of financial advisors who do not practice according to the highest ethical standards. It is written in dedication to those who have been hurt by, or victims of, financial fraud and mismanagement.

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