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From Our Point of View

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Join Us for Our November Workshops!

How much thought have you given to your financial future? It’s hard to avoid the topic, with articles, news reports, and so-called expert tips bombarding us. But despite the plethora of information, 56% of Americans are worried about having financial security in retirement. We want to change that!

Nathan Shelton
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Our 2021 Midyear Market Update

2020 was a major reality check. We cannot predict the future and we have little control over anything. Even things we have always taken for granted were called into question, such as school for our children and time with loved ones. Saying that we all entered 2021 with some trepidation would be an understatement. Would it bring more restrictions, more confusion, more volatility?

Nathan Shelton