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Financial Planning & Investment Management

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Enriching and Empowering Your Life

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

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Market Update: February 5, 2021

February 5, 2021

Chief Investment Officer Jason Gunkel explains in this week's Market Update what might have happened in the trade activity surrounding shares of the video game retailer GameStop. Find out how investors tried to make quick profits, why regulatory questions have arisen, and why the SEC and U.S. Treasury Department have announced an investigation.