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TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
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What We’re Reading This Summer
With summer in full swing, our team is working its way through our summer reading list. If you need recommendations, you’ve come to the right
Understanding the OBBBA: Its Impact on Your Taxes and Beyond
If the recent passage of the One Big Beautiful Bill Act (OBBBA) has left you scratching your head trying to figure out what it means
MARKET REVIEW: 2Q 2025
The Trump administration’s tariff plans escalated early in the second quarter, and global stock markets deteriorated rapidly as investors attempted to predict the growth and
Alternative Investments: Promises and Pitfalls
While alternative investments can boost returns, they require careful selection and expert guidance to justify their higher costs, illiquidity, and complexity. In this post, we
Finance and Career Tips to Jumpstart Your Journey
Whether you’re navigating school, managing your first job, or planning your next step following a life change, getting a handle on investing, budgeting, and professional
Life After the Sale: Building Your Personal Wealth Team
Congratulations! You built a successful business through years of hard work and strategic decision-making. Then came the sale, which should feel like the ultimate victory
