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Market Insight: Nuveen Meeting Highlights

Highlights of our Meeting with Nuveen Asset Management Fixed Income Strategy & Portfolio Manager Our investment team loves that we can discuss ideas with the brightest minds in the investment field. Last week, Doug Baker from Nuveen Asset Management visited our...

The Doctor Is In

EIGHT WAYS TO CHECK YOUR FINANCIAL WELLNESS When you think of “Financial Wellness,” what immediately comes to mind? While it may be as simple as making sure you can pay your bills, there are many avenues you must explore to ensure your current and future financial...

Retirement Account Wake Up Call

As a Baby Boomer – What is your answer to these questions? Are you a Baby Boomer approaching retirement? How many retirement accounts do you have? To help answer that question, it may be helpful to review all the different companies you have worked for over your...