Dear Clients and Friends,
I always find the Fall to be a great time to slow down and take stock. With all of the summer fun, vacations and activities providing a nice warm glow to our lives, we can turn our attention to personal and family goals. And, of course, our finances. Between Labor Day and Halloween there is a glorious couple of months of low activity that can be an excellent time to get things done. After Halloween, it's a frenetic ramp up to the Holidays which will leave us sleep deprived, sun deprived and probably five pounds heavier!
With that said, I'd like to talk this quarter about ...
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