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2026 Quarterly Newsletters
January
The Submarine, the Tortoise, and the Hare...2025
-By Michael Bischoff, CFP
Managing Insurance Costs in a Changing Market
-By Tim Greife, FA
April
Market Volatility—Geopolitical Uncertainty
-By Gary Webb, RFC
Finding Opportunity As Rate Cut Expectations Fade
-By Dave Verbeke, FA
Broadening Markets: Beyond Mega Caps
-By Brandon Bischoff, FA
July
Balancing Lifestyle Enjoyment and LT Wealth Preservation
-By Gary Webb, RFC
Trump Accounts vs. Other Savings Options
for Children: Which One Fits Best?
-By Brandon Bischoff, FA
How Mega IPOs Impact the Markets
-By Michael Bischoff, CFP
October
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