Comprehensive Financial Planning

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

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  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,349.59 -0.04

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