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The Weekly Commentary

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“Your Financial Choices” Radio

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Required Minimum Distributions... Read More

Quote of the Week

“Sometimes we spend so much time and energy thinking about where we want to go that we don’t notice... Read More

Current Market Observations

Wall Street is calling it the “Great Rotation.” We call it a needed market broadening beyond mega and large... Read More