Part of our job as your financial advisors is to make sure you’re up to date on the events – nationally and internationally – that can impact your financial situation. We also want to make sure you are aware of the latest tips and trends for managing your wealth. So we’ve assembled the information you need right here at your fingertips. And always remember: Anytime you’d like to discuss anything you find here, we’re always available for your call.


DWA Tax Reference Guide 2017

ICA Investors Guide

Investment Strategy Quarterly Reports
2017 Investment Strategy Quarterly Q4
2017 Investment Strategy Quarterly Q3
2017 Investment Strategy Quarterly Q2
2017 Investment Strategy Quarterly Q1

Email Newsletters
September 2017
July 2017
May 2017
February 2017

Newsletters
Weekly Market Snapshot
Financial Journeys
Small Business Dimensions
2017 Year-End Thoughts

Security
Keeping Your Account and Personal Information Secure

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