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Financial Planning Focus Newsletter
By Dana G. Sippel, CFP®, CPA/PFS
It is tax time of the year again and you are compiling volumes of data for your accountant to prepare your annual income tax returns. You have spent hours reviewing checkbooks, credit card charges and cash
Investment Management Letter
Investor fortitude was once again put to the test this past quarter as macroeconomic events complicated a shifting growth picture in the global economy. Specifically, it was the United Kingdom’s historic vote to leave the European Union. While the political