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02We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story. 

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Many of my clients ask how they benefit from taking action and initiating a Financial Plan for themselves. The client will receive a detailed analysis of what it will take to reach their financial goals. They will then receive a specific action plan that will help them facilitate their financial journey.

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LPL Research Midyear Outlook 2023: The Path Towards Stability examines the economy, stocks and bonds, and policy, and includes LPL Research’s economic and market forecasts for the rest of 2023

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11-20-23 Anatomy of a Market Rally

11-13-23 Is the Stock Market Correction Over?

11-06-23 Can Muni Investors Catch A Break? We Think So.

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