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Combining nearly 65 years of investment experience,
we are dedicated to helping our clients pursue their goals and address
their needs through customized, long-term wealth management strategies.
“Our investment objective is to HELP OUR CLIENTS navigate markets
and make INFORMED DECISIONS with their financial resources and
wealth over multiple generations.”
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Will you be able to afford nursing home care?
How much can you afford to pay for a car?
How much would your monthly lease payment be?