A Further Look
Mid-Year Update: My ‘What if’ Scenarios for 2024
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2Q2024 Market Commentary: Maintaining Equilibrium
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DBR & CO Renews CEFEX® Certification
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Holistic Insurance Planning: An Important Part of Protecting a Physician’s Assets
A Further Look
Decoding Clients’ Most Popular Questions of 2024
Education
As Financial Uncertainty Grows for the Next Generation, the Time to Plan is Now
A Further Look
Commitment and Consistency: Sidney Crosby’s Lesson for Building One’s Legacy
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1Q2024 Market Commentary: The Quest for Clarity
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It’s a Privilege to Serve Multiple Generations; Wherever They Are in Life
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AI is a Useful Tool for Financial Planning, but It Can’t Replace a Trusted Advisor’s Personal Touch
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Simple Strategies for Those Worried About Their Retirement Savings in 2024
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PLANSPONSOR: Wendy Reitnauer shares positive experience
A Further Look
Thirty Years!
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Making Financial Resolutions for 2024: For Most, It’s About Saving More
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4Q2023 Market Commentary: Ring Them Bells
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Nothing to See Here? I’m Not So Sure… My ‘What If’ Scenarios for 2024
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PLANADVISER: Steve Kaczynski shares his perspectives on the growing use of Managed Accounts in retirement plan investment lineups
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SmartAsset: Jeremy Suschak authors article providing guidance on how to assess financial advisor fees and the importance of working with a fiduciary advisor
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