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Jan 25, 20228 min read

Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)

Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.

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Dec 15, 20216 min read

Brain Game: Some Thoughts on Behavioral Finance and Investing (4Q21 Mid-Quarter Newsletter)

December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...

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