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Financial Planning Focus Newsletter
By Andrea Brashears-Lusk, CFP®
As defined by the Consumer Financial Protection Bureau, “diminished financial capacity” is a legal term used to describe the decline in a person’s ability to manage money and financial assets to serve their best interests, including the
Investment Management Letter
Over the last two years, we have witnessed dramatic swings in investor sentiment and growth expectations. The reasons behind these shifts have been varied – whether it has been concern over China, Europe, terrorist attacks, deflation or Brexit – it’s