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- 1st Quarter 2013
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- 2016 Five Star Wealth Manager – Brendan Smith
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- 2nd Quarter 2013
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- A TOD Account Can Help Avoid Probate
- After the Brexit, What’s Next?
- Are You Ready For Retirement?
- Avoid Chasing Returns
- Avoid Market Timing
- Congratulations to Brendan Smith, CFP® on becoming a Certified Financial Planner™ professional.
- Correcting Bad Investor Behavior
- Department of Labor Final Fiduciary Rule
- Department of Labor threatens IRA accounts
- Do You Know What You Are Being Charged?
- Don’t be Caught by Surprise: Interest Rate Changes and Your Portfolio
- Focus On What You Can Control
- Get your finances in good shape
- How Do You Envision Your Retirement?
- Implement Smart Diversification
- Inflation in Your Portfolio
- Interest Rates Have Dipped To A 3-Year Low
- Let Markets Work for You
- Look Beyond the Headlines
- Looking To Purchase A Second Home?
- Managing Conflicts of Interest
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- Men Who Cook
- Patrick Smith selected as a 2013 Five Star Wealth Manager
- Patrick Smith selected as a 2014 Five Star Wealth Manager
- Patrick Smith selected as a 2015 Five Star Wealth Manager
- Resolutions For 2019
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- Six Resolutions for 2017
- Social Security Fraud, Are You At Risk?
- THE Market — Counting Candy in a Jar
- Toys For Tots
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