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Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New ... read more >

Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial ... read more >

Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients ... read more >

Real Estate Sector Moving on up to the S&P 500 Side

Effective September 1, 2016, the Global Industry Classification Standard (GICS), the basis for the S&P and MSCI indices, will be updated to include ... read more >