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Bugle Notes (Podcast): EP 2 - Industry Secrets EXPOSED? Pulling Back the Curtain
What does your advisor not want you to know? Our Managing Partner, Stephen Weitzel, and our Chief Operating Officer, Michael Bennicelli,...
Apr 24, 2024
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Watching the 2024 Masters? Keep One Eye on Tiger and One Eye on...Gold?
"Hello Friends!" It's Masters week! ⛳ This is an exciting week for golf fans. While you’re watching the golf tournament, you may also...
Apr 24, 2024
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Joe Perdue on WXIA Atlanta & Company with Dr. Richard Berger
Our very own Managing Partner, Joe Perdue, CFP®, CRPC®, was featured on Alanta & Company on 11Alive (March 14, 2024). Joe is a Patient...
Apr 24, 2024
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