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Investment Quarterly

Investment Quarterly Q1 2020

Market Commentary
CARES Act Provides Relief and Opportunity
Portfolio Changes
Soundbytes
Welcome Our New Team Member, Alison Berube!

Investment Quarterly Q4 2019

Market Commentary
A Warm Welcome to Matthew Skaves, CFA®
SECURE Act Changes Retirement Planning
Portfolio Changes
A Fond Farewell to Karen Mitchell

Investment Quarterly Q3 2019

Market Commentary
Portfolio Changes
Soundbytes
Congratulations, Tyler Hoxie, CFA®
25 Years of Advice

Investment Quarterly Q2 2019

Market Commentary
Planning Corner
Soundbytes
Welcome, Donna Bushey

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