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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Thriving during adversity

Jan 26, 2021 |Peter Alepra

As the New Year begins, by realizing we have overcome months of adversity, this provides a roadmap for dealing with any new challenges in front of us.

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Family at dinner table outside

The process of comfort based planning

Jan 20, 2021 |Peter Alepra

The Process of Comfort Based Planning starts with a customized identifying risk and return expectations along with your overall life goals.

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