Quarterly Report – 3rd Quarter 2024
Below is a link to our group’s quarterly newsletter which discusses, skill vs luck, the barrenness of a busy life, preparing today to protect tomorrow and much more.
Newsletters
Quarterly Report – 2nd Quarter 2024
Below is a link to our group’s quarterly newsletter which discusses building lasting legacies, flat fee model in financial planning, investing like a business owner and much more.
Quarterly Report – 1st Quarter 2024
Below is a link to our group’s quarterly newsletter which discusses reflections on 20 years, artificial intelligence, investing in an election year and much more.
Quarterly Report – 4th Quarter 2023
Below is a link to our group’s quarterly newsletter which discusses our office’s remodel, important 2024 numbers to know, diversification and much more.