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INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

Click here to schedule a meeting with them!


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Dave's Suggested Reading


Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.


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2025 Important Tax Information Guide

Stay ahead of your tax planning with our comprehensive 2025 Important Tax Information guide. We review these items as a service to our clients, providing you with the most up-to-date and relevant information for your financial planning needs. Access our guide to ensure you're well-prepared for the 2025 tax year.

Tax Planning