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Portfolio Risk

Adrenaline junkies are a one of a kind. These are people who, even into their adulthood, you can count on to jump out of a plane without batting an eye, show up to work with broken bones, and take every …

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Family Wealth Planning

Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that nourishes our most satisfying relationships. We’d like to invite …

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Managing Practice Risk

Instead of focusing on the Key Performance Indicators of their practice, I see many dentists spending valuable time entering data into their accounting software, trying to figure out how to run a report in QuickBooks, managing payroll, or completing any …