Monthly Archives: October 2015

The Return of the Blog

In mid September I attended the XY Planning Network 2015 Conference in Charlotte. This was my first conference experience since Logan was born and I was looking forward to being able to attend, but I wasn’t quite prepared for the … Continue reading

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Market Awareness

I am going to make a bold promise.  I promise to never send you an urgent newsletter or blog post about a bad day or possibly even week in the stock market. As a financial planner, one of my goals is … Continue reading

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