2019 Q3 Investment Report

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Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.

Legacy Press: Summer 2019

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This quarter’s newsletter focuses on financial health and the power of volunteering. Read our newsletter to find out why we are proud of Charlie Kerwood, and how we incorporate financial literacy into our lives.

Happy Father’s Day

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Happy Father’s Day from our family to yours. Our Brand Manager interviewed a few staff members on how their father made a difference in their life.