. As interest rates rose in 2022, we added the advantage of money market funds: lower risk with regular returns. In 2023, we added opportunities to invest with
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"I think we're going to see an expansion of the system...I would not be shocked if we woke up in 15 to 20 years and it was a global carbon market.." - Ron
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📌"Perfection has no place in a grief conversation."📌 "The gift we can give ourselves and others is grace." 📌 "Our love and our pain are a commensurate
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"There is an unusually “persistent tension between the two parts of the mandate,” - Fed Chair, Jerome Powell
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"We all can give back and we all can create change." - Julia Healey, United Charitable, CEO "We want to be seen as the superheroes of philanthropy." -
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We’ve met with many of you this past month during our Fall Check-Ins and your good saving, your planning and your partnership with us has put you in a solid
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"We're obsessed with trying to just continue to deliver confident, multigenerational, decision making to grow and preserve wealth."
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France does not control its currency or central bank so it's ability to control outcomes is limited; eerily similar to the situation Greece found itself in 2009
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October kicks off our bi-annual check-ins so expect to see an email from Doug to schedule a (virtual) face-to-face update to share how you are doing.
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"Find someone in your community or in your sphere of interest and just continue to give because, um, I think it's the best feeling in the world and we could all
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We are looking to AI to create efficiencies in our service to you and eventually as bigger users, to better understand how AI will continue to drive markets.
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The short-term and long-term effects of volatile bond rates USD weakness are wide-ranging but your portfolio has been designed to ride those ups and downs
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