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Today we pull the curtain back on two wealth management pillars: Independent Firms and Bank Owned Firms.  When assessing which direction to take when entrusting your family legacy to a wealth manager, consider what is offered.  From creative planning ideas, to finding the best solution for your capital growth we encourage you to be thorough in your decision making.  To help, we suggest some simple questions to ask and queries to make so that you too can pull back the curtain and continue to Redefine Your Wealth.

In this months episode we talk broadly about investment mindset - are you an investor or a speculator?  Through those lenses we look at real estate, the S&P 500 and alternative investments and their placement in a fulsome investment strategy.

In this episode recorded in June 2022, Noah and Rocky discuss investing during periods of market volatility. When headlines are negative, it can become very difficult to know how to proceed, so we look to history to help guide our path during these difficult times.

Independent, Entrepreneurial and Unconstrained: how our business model puts clients first and helps you discern between great companies and investment opportunities.

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