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Market Outlook

August 2015 Investment Commentary – Volatility, China and Retirement Risk

September 3, 2015

As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like one. After years of relatively calm equity markets, we have…

July 2015 Investment Commentary – Greece, Commodities and Future Growth

August 6, 2015

The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the euro zone’s GDP (less than 2%) an exit would question…

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Allison Berger
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Cameron Hendricks
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Christian Polanco
Colton Tickle
Darian Billingsley
Garrick King
Grace Kvantas
Grayson Blazek
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Heather Gudac
Jade Brookreson
Mike Eklund
Niamh Douglas
Will Holt

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5 Questions to Ask Your Financial Advisor

We break down some of the most important questions we are asked on a regular basis. Fill out the form below to receive the free eBook:

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Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

Name*
First Last
Email*
Hidden
Would you like to be contacted by a Certified Financial Planner™?
- Yes
- No
Preference on advisor?*
- First available
- Chad Smith
- Niamh Douglas
- Will Holt
- Mike Eklund
- Cameron Hendricks
- Grace Kvantas
- Grayson Blazek
- Haley Modlin
- Darian Billingsley
- Christian Polanco
- Garrick King
- Allison Berger
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