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Market Commentary

This quarter's perspectives includes Investment Commentary from Q3 2018 and Financial Planning Perspectives on A Roth IRA Conversion: What Is It, and When Can It Be a Good Idea?

This quarter's perspectives includes Investment Commentary from Q2 2018 and Financial Planning Perspectives on How to Prepare for a Homeowner's Insurance Claim.

This quarter's perspectives includes Investment Commentary from Q1 2018 and Financial Planning Perspectives on Charitable Gifting Strategies and the New Tax Law.