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Saving for College?

If you are saving for college, take a look at this recent New York Times article that includes our own Lauren Z. Haynes. Check it out by clicking here.

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The Fiduciary Rule and You

Dave O’Brien adds insight to a recent AP article about what to expect as the new administration asks for a 90 day delay to review the Fiduciary Rule. Click Here to read the article.

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Important Tax Information

We know you are all preparing your taxes and will need information from our office or our custodians. You can find important dates and information from our custodians by clicking on the appropriate link below. TD Ameritrade Tax Info Pershing/SSG Tax Info In order to access your tax documents, please Click Here to login to the appropriate site. If you …