Your source for valuable insights

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

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Teach your children well

Aug 30, 2023 |Kristie Svejda, CDFA®, CPFA®

Alegbra and Compound Interest: How to make sure we are setting our kids up for success

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