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Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Latest posts by W. Devin Wolf, CFP® (see all)
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…
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Latest posts by Nathan Twining (see all)
- Coronavirus: The Market Gets a Cold - March 4, 2020
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…
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Latest posts by David Dick (see all)
- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…
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