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  • Financial Planning Strategies Amidst Presidential Transitions
    Investment Planning | Tax Planning

    Financial Planning Strategies Amidst Presidential Transitions

    ByKellie Kelleher-Smith, CAP® January 8, 2025January 31, 2025

    As President-elect Donald Trump prepares to assume office on January 20, 2025, many investors are wondering how this transition might affect the stock market and…

    Continue Reading Financial Planning Strategies Amidst Presidential TransitionsContinue

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  • WHO WE ARE
    • About Us
    • Employee Bios
    • Our Story
    • Our Approach
  • SERVICES
    • Investment Management & Comprehensive Financial Planning
    • Who We Serve
  • CLIENT ACCESS
    • Black Diamond
    • eMoney
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