Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

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The Reasoning Behind Common Investor Mistakes

Jul 22, 2020 |Peter Alepra

At some point, most of us have committed a costly investor mistake...understanding why we do these things may help avoid the typical investing pitfalls.

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Daily Habits for Your Health and Finances

Jul 10, 2020 |Peter Alepra

When my clients describe their ideal retirement, the most common responses are “healthy”, “comfortable“ and “secure.” Typically most successful retirees find ways to align.

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