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Meet Lori

I’m pleased to introduce our newest steady hand, Lori Norman. Lori is joining our team in the role of Investor Specialist and will work closely with Chris, Scott, David, Sher and me in helping our clients ... More

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It's Still Not Rocket Science

We've compiled three years of Tom's articles & blogs into a new book. Order your complimentary copy today!

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Current Thinking

Our current views on asset mix and market valuations, and the advice we're giving clients.

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What Others are Saying

We think we've got a great company. But don't take our word for it, read what others are saying.

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days without looking like the index.