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Monday, November 12, 2018

We just finished up our Executive Strategic Investment Planning Committee meeting and as promised, I wanted give you with a summary and notes from the meeting. On Friday, November 9, 2018, Ron and the Empower Wealth Management Team met...

 

Thursday, July 27, 2017

My Advisory Council recommended that I keep in touch with the happenings in the firm, and variety of things that are going on behind the scenes and even what I'm thinking from time to time. We decided a newsletter was not the answer....