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The latest from our blog

financial literacy sparked from black lives matter protests
★ Featured blog post

An opportunity within a crisis within a crisis within a crisis

In this time of national stress, the global coronavirus pandemic and the economy have taken a back seat to the centuries-old and often ignored and re-opened wounds of the Black community. Individuals, companies and other …

Small business debt
★ Featured blog post

Using Debt to Get Your Business Through Coronavirus

The decision to take on debt is a significant one for any business in normal times.  For businesses severely affected by COVID-19 shutdowns, debt-use consideration takes on heightened importance.  If your business is able to …

★ Featured blog post

The rationale for investment manager changes

Sometimes we have to change the investments we hold in our clients' portfolios. We've talked about rebalancing and tax loss harvesting as ways to keep portfolios' allocation in check and lower tax bills, but …

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