• An Interview with David Strege

    by Julie Summa Former Director of Marketing & Communications | May 16, 2022

    My husband and I have known David for over 25 years as he was my mother-in-law’s financial planner...
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    Market Update: May 4, 2022

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | May 4, 2022

    As investors open their April statements, they might be disappointed to see another month of...
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