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What to Do With with a Sudden Windfall

What to Do With with a Sudden Windfall

While winning the lottery is well outside mainstream reality for most people, it’s not uncommon to suddenly receive a large inheritance, a settlement, or perhaps a stroke of good luck. There are several stories of the major failings of people who’ve come into money...

Working with a thoughtful fiduciary advisor

Working with a thoughtful fiduciary advisor

When looking for an investment professional to assist you in your financial decision making, there are a few distinctions you may prefer to look for.  A primary differentiator is an advisor who is an independent fiduciary investment advisor.  The independent...