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WEEKLY AD HOC MARKET PERSPECTIVE WITH EVERGREEN TRUTHS AND PRINCIPLES

A DAILY MISSIVE OF THE LATEST AND MOST RELEVANT MARKET INFORMATION & INSIGHTS

David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It and The Case for Dividend Growth: Investing in a Post-Crisis World

BECAUSE IGNORANCE IS NOT BLISS

Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances

REFLECTING THE DIVERSITY OF SERVICES & THOUGHT LEADERSHIP WE PROVIDE OUR CLIENTS

Don specializes in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation, and transfer.

A PLACE TO FIND SIMPLE TRUTHS ON MONEY

Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.

combining less-conventional investments with forward-thinking perspectives

Steve welcomes investors of any experience level, with a blend of all-things Alts covering a wide range of topics you aren’t likely to hear about in regular market news.

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