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DO YOU BALANCE YOUR CHECKING ACCOUNT?

Do you? I mean, really… do you balance your checkbook (or your checking account)?? You are probably in one of three camps right now… Camp...

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September 17, 2019

DO YOU BALANCE YOUR CHECKING ACCOUNT?

WHAT’S A SINKING FUND? WHY DO I NEED ONE?

Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank...

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September 10, 2019

WHAT’S A SINKING FUND? WHY DO I NEED ONE?

CHRISTIAN VALUES PORTFOLIO

Faith.Investments.Aligned. For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio....

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August 1, 2017

CHRISTIAN VALUES PORTFOLIO
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