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  • Home
  • Services
    • Integrated Wealth Planning
    • Investment Management
    • Personal Financial Management
    • Lifestyle Income Planning
    • Group Retirement Planning
    • Tax Planning
    • Estate Planning
    • Business Financial Planning Services
  • Approach
    • Client Engagement Overview
    • Fee Only Financial Advisor Relationship
    • Code Of Ethics
    • Financial Transitions Planning
    • Goals Based Investing
  • Firm Overview
    • Leadership Team
    • Who We Serve
    • Guiding Principles
    • Planning Principles
  • Blog
  • FAQ
  • Contact

Archives

Monthly Archive for: "January, 2016"
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By Bob Bolen
In Financial Planning
Posted January 20, 2016

Investment Strategy: Rebalancing Your Portfolio

When it comes to achieving your long term investment goals, how does one successfully maintain his or her strategic portfolio allocation, while still making the appropriate adjustments as life [...]

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By Bob Bolen
In Financial Planning
Posted January 9, 2016

What is a Fiduciary and why should you care?

There has been a debate in Congress on whether or not to mandate a “fiduciary” standard on the financial services representatives that hold themselves out to be a financial advisor or financial [...]

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