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All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.

Registration for free estate planning seminars is now open.

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Contents

Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back of a napkin.

As money managers, our primary focus is getting you as close to that arrow as possible and keeping you out of zones #2 and #4.

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