Industry Awards

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  • National Association of Board Certified Practices
  • Five Star Wealth Managers Award
  • Know What You Own – “Susan On Money” for Week of 1/18/2016

    Hi Everyone, Dramatic start to the year; but it isn't "the year". Let's look at a few of points that I know work when you're feeling stressed: Turn main stream media off or at least watch a variety. Understand how your portfolio is being managed. Ask if you've forgotten. Always ask yourself if you feel … Read More...