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    Articles & Resources

    Reflections on Sorkin’s 1929

    Suzanne T. Mestayer, CIMA®
    February 3, 2026
    Reflections on Sorkin’s 1929
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    The Balancing Act – 3rd Quarter Commentary
    Quarterly Commentary
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    The Balancing Act – 3rd Quarter Commentary

    Sarah Bomhoff, CFA, CIPM
    July 20, 2023
    Welcome Paris Debautte!
    Announcement
    Announcement

    Welcome Paris Debautte!

    Suzanne T. Mestayer, CIMA®
    July 21, 2023
    Thoughts in Charts: Time Matters
    Wealth Management
    Wealth Management

    Thoughts in Charts: Time Matters

    Sarah Bomhoff, CFA, CIPM
    July 21, 2023
    New In 2024 - A More Flexible 529 Plan
    Wealth Management
    Wealth Management

    New In 2024 - A More Flexible 529 Plan

    Suzanne T. Mestayer, CIMA®
    July 21, 2023
    Thin(k) About Your Retirement: The Evolution of The Required Minimum Distribution
    Retirement Plans
    Retirement Plans

    Thin(k) About Your Retirement: The Evolution of The Required Minimum Distribution

    M.F. Gomila, Jr., "Fritz"
    July 21, 2023
    Q1 Market Commentary - On Our Best Behavior.
    Quarterly Commentary
    Quarterly Commentary

    Q1 Market Commentary - On Our Best Behavior.

    Sarah Bomhoff, CFA, CIPM
    July 20, 2023
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