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Insights & Perspectives

Run, Read, and Embrace Financial Wisdom Thumbnail

Run, Read, and Embrace Financial Wisdom

Join us September 16th, 2023 alongside the AppleTree 5k. As the race is underway, we'll have Rob at our office with light refreshments while Matt & Andrea lace up for the walk/run. Stop by to grab a bite, connect with our financial advisors and explore recommended books about capital markets and financial security.

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Choosing a Financial Guide: Navigating Life's Summits Thumbnail

Choosing a Financial Guide: Navigating Life's Summits

Embarking on the path to sound financial decisions can feel overwhelming, especially when faced with the complexities of retirement planning, taxation, and investment management. Much like Rob's recent climb of Mt. Hood, the journey to financial success requires careful navigation and a knowledgeable guide to help you reach your goals.

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