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Simplicity. Confidence. Freedom.

Making an impact in the lives of our clients.

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Feb06

Manager Commentary – Q4

Posted on Feb 6 by

A summary of our market outlook and current portfolio positioning. Please see the following PDFs: Symmetry – Q4 2018 Russell Investments – Q4 2018 Morningstar – Q1...

Apr05

College Planning Seminar

Posted on Apr 5 by

Join us for a College Planning Seminar! Hosted by David Douglass and Roshan Prakash 3807 General Electric Road, Suite #2, Bloomington, IL Two opportunities to attend: Thursday, April 26 from 7:00-8:30pm or Sunday, April 29 from 2:00 – 3:30pm. We will have some spring beverages and treats available to enjoy. RSVP by April 22 to susan.strubhar@cambridge secure.com or call David Douglass at...