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May 2020 Market Commentary
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Who Does Your Financial Advisor Really Represent?
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Three Keys to an Ideal Business Transition
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Narrative Before Numbers
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Generational Wisdom: The Power of Story in Your Legacy
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The 3 Mega-Trends in the Wealth Management Business
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What Do You Mean the Wealth Management Business Needs to Grow Up?
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April 2020 Market Commentary
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Money Talks: Do I Need a Financial Plan?
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Stock Market Update 4/7/20
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2020 First Quarter Stock Market Commentary
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3 Key Points for Small Business Owners on the CARES Act
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How to Engage Your Next Gen Around Finances - Day 5
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How to Engage Your Next Gen Around Finances - Day 4
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How to Engage Your Next Gen Around Finances - Day 3
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How to Engage Your Next Gen Around Finances - Day 2
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Market Update 3/30
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Three Dials Deep Dive: Economic Fundamentals
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Three Dials Deep Dive: Momentum
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How to Engage Your Next Gen Around Finances - Day 1
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Three Dials Deep Dive: Valuation
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Thriving Family Principle: Simplicity Wins - Investment Strategy
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Market Update 3/23/2020
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Having a Financial Plan Reduces Stress
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Market Update 3/16/2020
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Market Update 3/12
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Market Update 3/9/2020
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February 2020 Market Commentary
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Market Update 3/3/2020
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Market Update 2/28/2020
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Market Update 2/24
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To the Young, Variable Income Earners...
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January 2020 Market Commentary
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2019 Year-End Commentary
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Money Talks: A New Year, A New Market
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The Mission-Driven Advisor: Culture
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Thriving Family Principle: Life is a Team Sport
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November 2019 Market Commentary
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Thriving Family Principle: Don't Quit
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October 2019 Market Commentary
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Seven Generations
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Thoughts on Becoming a Grandparent
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10 Times More Likely to Stay Together Forever
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THRIVE: Empowering Women Around Finances
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2019 Third Quarter Market Commentary
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What Do You Mean by "The Chick-fil-A of Wealth Management"?
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Millennials Don't Trust Advisors and I Don't Blame Them
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The Mission-Driven Advisor: Autonomy
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The Power of Gratitude: Counteracting Entitlement
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Money Talks: How Much Money Should You Leave to Your Kids?
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