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Ongoing research is our priority because the advice we provide today may change tomorrow
“Would the Target Date funds offered by my employer be a sufficient alternative to active asset allocation?” This is a
Our construction process begins with collecting pertinent client information, including a capital needs analysis and risk tolerance profile. Once a
A common adage in finance is that rising interest rates will cause the price of bonds to decline. This is
On June 25th, 2013, we shifted our bond holdings to adapt to a changing rate environment. In response to the
The debt ceiling battle in the late summer of 2011 marked an infamous demonstration of government inefficiency. The debt ceiling,
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Charlottesville VA 22911
434.381.4368
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