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Welcome 2022
First Quarter of 2022
The first quarter of 2022 was uniquely challenging...
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4th Quarter of 2021
If you follow U.S. financial media, you might be surprised...
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2nd Quarter of 2021
Financial markets followed through on recent momentum...
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First Quarter of 2021
After one of the most volatile years in history, financial...
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2020 Year End Review
While 2020 was a difficult year for many people in...
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We create a balanced portfolio of stocks and bonds fine-tuned to your objectives and your risk tolerance
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A Perfect Time For Planning

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Planning Primer - SECURE ACT 2020
It is likely that most of you reading this have already read, or at least heard about, the Setting Every Community Up for Retirement. Enhancement...
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Whitney & Company helps every client realize their aspirations so that they can live their best life. The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.

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