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Read Kimberly’s book “Wealthy by Design”
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Who We Help
Family Stewards
Women in Transition
Thriving Retirees
Services
Private Wealth Management
Interactive Financial Planning and Investing
About Us
The Team
How We Work
Investment Philosophy
Our Fiduciary Duty
Resources
Client Resources
Blog
Newsletter
Media
TV
News Articles
Speaking
Radio
Contact
Monthly Newsletter
May 2022
The Fed, the Economy, and the Financial Markets
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April 2022
The Sage Speaks
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March 2022
Global Events and Your Portfolio
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February 2022
Inflation, the Economy, and the Markets
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January 2022
“Sell Your Losers and Let Your Winners Run”: Is Momentum a Reliable Guide?
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December 2021
Setting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your Portfolio
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November 2021
Inflation and Your Stock Portfolio: The News Isn’t Necessarily Bad
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October 2021
The Delta Variant and the US Economy: Have We Seen the Worst?
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September 2021
Prepare Your Kids for Success in Life: Teach Them about Investing
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August 2021
Why Cyberattacks Increased During the Pandemic, and What It Means for Your Online Safety
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July 2021
Inflation: Is It Time to Worry?
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June 2021
What the Market Has Taught Us in 2020
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May 2021
“Invest Like a Girl”: Special Considerations for Women Investors
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April 2021
Lessons from the Oracle of Omaha: Warren Buffett’s 2021 Letter to Shareholders
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March 2021
It’s That Time Again! Hints for Tax Season, 2021
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February 2021
Checking the Crystal Ball: 2020 Predictions Scorecard
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January 2021
Turning the Page: Smart Financial Planning and Investment Moves for 2021
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December 2020
Tax and Estate Planning for 2020: A Roundup of Year-End Ideas
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December 2020
If You’re Thinking about Changes in Your Medicare Coverage, the Time is Now
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November 2020
Election Years and Your Portfolio: Focusing on What Is Most Important
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