June 3 2019

Research has shown that once you get past providing for your basic needs, additional money doesn’t materially increase your happiness level. Aside from gaining more money and taking medicine, there are other strategies to gain happiness.

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May 7 2019

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.

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April 18 2019

2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.

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