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Category Archives: Wealth Statement
A Reason to be Optimistic
A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading
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Creating Your Wealth Statement
It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my … Continue reading
Posted in Our Philosophy, Wealth Statement
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