Sward
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We eagerly welcome 2021, wishing all of you good health and happiness, and are excited to share news about our team—all designed to better serve as your Family CFO. Stephen Hoerr, MBA, CPA, CFP® joined…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…