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Our e-newsletter, NEWS & VIEWS, presents our perspective on current market events, useful financial tips, and news about our practice. Click here if you'd like to be on the list for future e-newsletters.


Here is a selection of published articles that include quotes by Tom or Brian.

Periodically we provide our clients with the BRIEF, an easy-to-understand summary of explanations and useful tips on a financial planning topic. For a sample, click here.

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