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September 2021 Market Update
We’re hearing a lot of commentary recently about the inevitability of a significant market pullback. Although we have moved a lot, and on the upside since March and April of the pandemic, if you all remember it doesn’t mean it’s…
Roth Conversions
As part of our process, The Insight Formula, we’re looking at that total financial picture. So not just your investments and your investment accounts, but how things like taxes and the state laws can impact how we should structure things…
