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Orchestrating Your Retirement Accounts

An orchestra is a merely a collection of instruments, each of which brings a unique sound. It is only when a conductor leads them that

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May 19, 2022

Proxy Vote Update: Eaton Vance group of funds

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. For Current Prospectus:

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May 19, 2022

Proxy Vote Update: Huntington Bancshares

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. 2013 Annual Report

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May 19, 2022

The ABCs of Zero Coupon Bonds

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic

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May 19, 2022

The Great Debate Continues: Active vs. Passive

Whether it’s sports, music or politics, life holds any number of “great debates”—debates that never seem to reach a conclusion. In investments, that great debate

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May 18, 2022
Financial Advisors
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Are financial advisers worth their fee? by Chuck Jaffe

Investors have long wondered about whether it’s worth paying someone to mastermind a financial plan. After all, it’s tough to see how much a proper

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May 18, 2022
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