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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
Over the past several quarters, volatility in both the stock and bond markets has been driven by dramatic changes in sentiment, and to some extent, shifts in the underlying fundamentals. In January, equity markets experienced a precipitous decline as investor