Elections Have Consequences

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2025 Money Dates

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Planner’s Corner: Quotes and Reflections

Below are some random quotes and reflections from a recent conference I attended, Kingdom Advisor study group and a webinar a few years ago with Dan Connelly, an industry speaker....

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“Take a Walk Back in Time” Client Appreciation Event, Royal Alberta Museum, October 26, 2024

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Is It Time to Transition Out of High-Interest Savings Accounts?

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2024 Presidential Election Predictions & Odds

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Broad Bull Market Continues

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A Promising Economic Outlook Despite Some Risks

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Planner's Corner: Some Ways to Prevent Fraud

Fraudsters do not discriminate... young or old, all education levels, with resources or not. Recently, several clients have been victims of fraud ranging from a few hundred dollars to hundreds of thousands....

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Involved In Our Community

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