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The Value Connection – Q4 2023
Please click the button below to download a PDF of the most recent newsletter. Wrapping up 2023 Financial Updates Each […]
by
Justin Stevens
on
Dec 4
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The Value Connection – Q3 2023
Please click the button below to download a PDF of the most recent newsletter. Mid-Year Update We started 2023 in […]
by
Justin Stevens
on
Aug 7
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The Value Connection – Q2 2023
Please click the button below to download a PDF of the most recent newsletter. TEAM UPDATES AND COMMUNICATIONS Attentive subscribers […]
by
Justin Stevens
on
May 5
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The Value Connection – Q1 2023
PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of our quarterly newsletter. Each year, we […]
by
Carly Flanigan
on
Jan 20
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The Value Connection – Q4 2022
Update From Your Advisors Today, more than usual, people are asking questions. Where are markets headed? Are we in a […]
by
Carly Flanigan
on
Oct 10
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The Value Connection – Q3 2022
The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of July weekend, I’m reflecting on the […]
by
Carly Flanigan
on
Jul 5
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Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
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